Is my retirement plan required to accept rollover contributions?

Your retirement plan is not required to accept rollover contributions. Check with your new plan administrator to find out if they are allowed and, if so, what type of contributions are accepted.

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Rollovers of Retirement Plan and IRA Distributions

Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by...

Why roll over?

When you roll over a retirement plan distribution, you generally don’t pay tax on it until you...

How do I complete a rollover?

Direct rollover – If you’re getting a distribution from a retirement plan, you can ask your...

When should I roll over?

When should I roll over? You have 60 days from the date you receive an IRA or retirement plan...

IRA one-rollover-per-year rule

You generally cannot make more than one rollover from the same IRA within a 1-year period. You...