Get smart on rollovers. Archives

Rollover IRA FAQs

Curious about rollover IRAs? From the pros & cons to how (and where) to get started, this guide answers all your burning questions.

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How much tax do you pay on a Roth IRA conversion?

Moving your pre-tax 401(k) into a Roth IRA can be a smart savings strategy when executed well. Here's what you need to know to avoid an unexpected tax bill.

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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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Does a 401(k) Rollover Count as a Contribution?

Can your 401(k) rollover exceed your annual contribution limit? Keep reading to learn why or why not, so you grow your money across accounts.

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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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Can I Roll Over Part of My 401(k)?

Do you want to move only part of your 401(k) - or perhaps move it into more than one place? Learn the ins and outs of partial rollovers.

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401(k) Rollover to Vanguard: Mobile Deposit Instructions

Step-by-step guide (with screenshots) on how to deposit a 401(k) rollover check using the Vanguard mobile app.

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Merrill Lynch Mobile Deposit Instructions

Step-by-step guide (with screenshots) on how to deposit a 401(k) rollover check using the Merrill Lynch mobile app.

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TD Ameritrade Mobile Deposit Instructions

Step-by-step guide (with screenshots) on how to deposit a 401(k) rollover check using the TD Ameritrade mobile app.

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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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401(k) Rollover to E*TRADE: Mobile Deposit Instructions

Step-by-step guide (with screenshots) on how to deposit a 401(k) rollover check using the E*TRADE mobile app.

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401(k) Rollover to Fidelity: Mobile Deposit Instructions

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 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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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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