Good Financial Reads: Retirement Account Rollovers
Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover
Ready to roll(over)? You can use this cheat sheet to guide you through the process.
✅ Know where your employer-sponsored retirement plan or IRA account is and where you want it to go.
✅ Review your rollover options and decide on the best one for you. Be sure to consider the potential tax implications of indirect rollovers — and how you can avoid them. Don’t forget that the type of account you have and the custodian it’s with could limit your options.