What To Know Before Rolling Over Your 401k to an IRA
Key Takeaways: A direct, trustee-to-trustee rollover keeps your retirement money moving without tax penalties. The choice between a traditional IRA or a Roth IRA affects how withdrawals are taxed later. Check plan-specific rules, outstanding loans, company stock treatment, fees, and required distributions before moving any money around. Rolling a 401k into an IRA sounds simple, … Read more