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.
ReadDo 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.
ReadIndividual Retirement Accounts have become the dominant retirement account type - there’s now $13.9 trillion of assets in IRAs compared to $6.3 trillion held in 401(k).
Read401(k) rollovers don't need to be a hassle. You can now complete a 401(k) to IRA rollover online for free with Capitalize. Don't leave your old 401(k) behind.
ReadA guide to avoiding common 401(k) rollover mistakes. Are you leaving money on the table? Small accounts can easily grow large over time.
ReadWant 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.
ReadYou may hesitate to perform a 401(k) rollover if you risk exceeding your annual IRA contribution limit. But does a rollover count as a contribution?
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