401(k) Rollovers Archives

How to find your BitcoinIRA account number

Step-by-step guide (with screenshots) on how to find your BitcoinIRA account number using the mobile app.

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How to roll over a Vanguard 401(k)

If you have a 401(k) at Vanguard from a previous job, there are a few options for you to consider when doing a rollover. Depending on your plan, you can request a rollover with Empower either over the phone or by faxing or mailing a form.

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How to roll over your 401(k) into a crypto IRA

Nearly 1 in 2 people would consider investing in a crypto IRA. But how do they work - and can you roll over your old 401(k) into one?

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How to roll over a Roth 401(k) to a Roth IRA

Want to roll over your Roth 401(k), but don't know where to begin? Learn how, from choosing the right Roth IRA to maximizing your money.

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How to find your Choice account number

Step-by-step guide (with screenshots) on how to find your Choice account number using the mobile app.

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5 reasons to roll over an old 401(k) into an IRA

Deciding what to do with an old 401(k) can seem overwhelming. While there are a few options for you to consider, many people choose to roll over their 401(k) into an IRA — here's why

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401(k) Rollover Mobile Deposit Instructions

We've compiled a set of instructions (with screenshots) on how to deposit a 401(k) rollover check into an IRA using mobile deposit.

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How to find your IRA account number

We've compiled a set of instructions (with screenshots) on how to find your bank account number for popular institutions using their website or mobile app.

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How to roll over an Alight 401(k)

If you have a 401(k) at Alight from a previous job, there are a few options for you to consider when doing a rollover. The process to request a rollover with Alight can be done either online or over the phone and depending on your plan a check may be mailed to you to deposit into your new account.

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How to roll over an Empower 401(k)

If you have a 401(k) at Empower from a previous job, there are a few options for you to consider when doing a rollover. Depending on your plan, you can request a rollover with Empower either over the phone or by faxing or mailing a form.

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How to roll over a MassMutual 401(k)

If you have a 401(k) at MassMutual (now Empower) from a previous job, there are a few options for you to consider when doing a rollover. Depending on your plan, you can request a rollover either over the phone or by faxing or mailing a form.

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How to roll over an ADP 401(k)

If you have a 401(k) at ADP from a previous job, there are a few options for you to consider when doing a rollover. The process for ADP requires a form to sign, a phone call to authorize, and a check to be mailed for you to deposit into the new account.

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How to roll over a Transamerica 401(k)

If you have a 401(k) at Transamerica from a previous job, there are a few options for you to consider when doing a rollover. The process for Transamerica usually requires a form to sign, a phone call to authorize, and a check to be mailed for you to deposit into the new account.

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How to roll over a Principal 401(k)

If you have a 401(k) at Principal, there are a few options for you to consider when doing a rollover. Read on to find out more about the Principal process!

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How to roll over a 401(k) to Vanguard

Vanguard is a popular option for a 401(k) to IRA rollover. We’ve laid out how you can roll over your 401(k) into Vanguard below!

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How to roll over a 401(k) to Fidelity

Fidelity is a popular option for a 401(k) to IRA rollover. We’ve laid out how you can roll over your 401(k) into Fidelity below!

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Roth Conversions: Everything You Need to Know

Here’s what you need to know about converting your traditional IRA to a Roth, including a step-by-step guide to the conversion process.

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How to roll over a Fidelity 401(k)

If you have a 401(k) at Fidelity from a previous job, there are a few options for you to consider when doing a rollover. The process for Fidelity requires a form to sign, a phone call to authorize, and a check to be mailed for you to deposit into the new account.

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How to roll over your 401(k): a step-by-step guide

The process of transferring (or “rolling over”) your retirement accounts can feel daunting. Here's a guide to rollover your 401(k) in five steps.

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Submit a Rollover Request for a Guideline 401(k)

A comprehensive, step-by-step guide (with screenshots) on how to submit a rollover request for a Guideline 401(k).

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Rollover Guides

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The easiest way to roll over an old 401(k)

It's our mission to make 401(k) rollovers easy, and we've built a service to handle the entire process for you online — for free!

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How to Find Your Merrill Lynch Account Number

Step-by-step guide (with screenshots) on how to find your Merrill Lynch account number — using the Merrill Lynch website or mobile app.

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How to Find Your SoFi Account Number

Step-by-step guide (with screenshots) on how to find your SoFi account number — using the SoFi website or mobile app.

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How to Find Your E*TRADE Account Number

Step-by-step guide (with screenshots) on how to find your E*TRADE account number — using the E*TRADE website or mobile app.

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How to Find Your Charles Schwab Account Number

Step-by-step guide (with screenshots) on how to find your Charles Schwab account number — using the Charles Schwab website or mobile app.

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How to Find Your Fidelity Account Number

Step-by-step guide (with screenshots) on how to find your Fidelity account number — using the Fidelity website or mobile app.

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How to Find Your Ally Account Number

Step-by-step guide (with screenshots) on how to find your Ally account number — using the Ally website or mobile app.

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How to Find Your TD Ameritrade Account Number

Step-by-step guide (with screenshots) on how to find your TD Ameritrade account number — using the TD Ameritrade website or mobile app.

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How to Find Your Vanguard Account Number

Step-by-step guide (with screenshots) on how to find your Vanguard account number — using the Vanguard website or mobile app.

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How to Find Your Wealthfront Account Number

Having trouble finding your Wealthfront account number? Here are step-by-step instructions to help you find it — with screenshots.

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How to Find Your Alto Account Number

Step-by-step guide (with screenshots) on how to find your Alto IRA account number — using the Alto website or mobile app.

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How to Find Your Betterment Account Number

Step-by-step guide (with screenshots) on how to find your Betterment account number — using the Betterment website or mobile app.

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Pros and cons of rolling over your 401(k) into an IRA

Considering a rollover of your 401(k) into an IRA? Here's a list of key pros and cons. Be sure to contact us or check out our FAQs as well.

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4 reasons a 401(k) rollover is better than a withdrawal

Understand the key differences between a 401(k) rollover and withdrawal, and why rollovers are generally better for your retirement savings.

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3 common 401(k) rollover mistakes to avoid

A guide to avoiding common 401(k) rollover mistakes. Are you leaving money on the table? Small accounts can easily grow large over time.

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