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Rolling Over Funds from an Employer Retirement Savings Plan: What You Need to Know Why consider a rollover? When you roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan, you generally don’t pay any taxes until you receive a distribution from the new plan or IRA. If… Read More
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to receive a distribution from your employer retirement savings plan.1… Read More
Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a… Read More
Retirement Account Rollovers A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you’ve received death benefits from your spouse’s retirement plan.… Read More
