But it can be complicated! So we created this IRA Rollover Chart to help you know where you can move different accounts. Compared to the mid-twentieth century, employees no longer stay at a job ...

I have a pension liquidating sometime around September 2025. I have an account from another employer in a 457 plan. I’ve ...

The IRS provides a handy chart detailing which types of accounts are eligible for rollovers (left column) and what types of accounts you can roll them into (top row). Data source: IRS. Can I Roll ...

Like rollovers from traditional accounts under employer plans, rollovers from Roth 401(k)s must include only eligible amounts. Amounts not eligible for rollover include: Hardship withdrawals.

You can roll over a 401(k) to an IRA or another 401(k) plan to keep your tax-deferred savings growing. Be wary of indirect rollovers, as there can be tax consequences for not following IRS ...