You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...
Broadcast Retirement Network's Jeffrey Snyder discusses making the IRA rollover process from a retirement plan more efficient ...
Unless, that is, you already have money in a deductible IRA — which you certainly will if you roll over your former employer’s 401 (k) into an IRA. In that case, your tax bill will be based on the ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback