Moving Your Retirement Funds to a Rollover 401k IRA Account

There are many, many different ways to initiate a 401k rollover. In most cases, the procedure you’ll need to follow will depend on the forms and processes of the institutions that manage both your old 401k account and your new rollover IRA. To simplify matters, your best bet to think of them in stages – making sure that each one is done before moving on to the next one. By following these simple stages, you’ll be able to successfully complete the 401k rollover to IRA, while maintaining the tax deferred rollover status of your investments. Continue reading