May 29, 2025 · Roll over to an IRA. There are plenty of pros and cons to these options, but let's take a close look at when rolling your workplace 401 (k) into an IRA may make sense for you.

Aug 25, 2025 · The easiest and safest way to roll over your 401 (k) into an IRA is with a direct rollover from the financial institution that manages your 401 (k) plan to the one that will be …

We broke it down into steps when moving an old 401k into a Rollover IRA which can help you keep a consolidated view of your investments.

Follow these instructions to learn how to roll over your current 401 (k) into a Traditional or Roth IRA at Schwab.

To rollover 401 (k) funds, there are two options: You can complete a 401 (k) rollover to IRA through a direct rollover or indirect rollover. Let’s walk through each way to roll a 401 (k) to IRA:

Aug 13, 2025 · Here’s everything you need to know to move your 401 (k) into an IRA. Why Roll Over Your 401 (k) to an IRA? If you decide to roll over your retirement savings, it might make …

Oct 15, 2025 · Complete an online application to open the IRA. Choose a direct rollover. This method moves funds directly from the 401 (k) to the IRA, so there’s no taxable distribution. …

You may be able to roll over to a Traditional or Roth IRA, roll over to a 401 (k) at a new employer, take a distribution or, where the plan permits, leave the account where it is, depending on your …

Most rollovers are easy to do online. Follow the 3 easy steps in our guide to get started. Talk to an investment professional. 800-742-9998. Monday through Friday, 8 a.m. to 8 p.m., Eastern …

4 days ago · Need to move a retirement account from a former employer? Here's how a rollover IRA works The perk when rolling over to an IRA: They typically have more investment choices …