Which retirement accounts can accept rollovers?

You can roll your money into almost any type of retirement plan or IRA. See the Rollover Chart for options.

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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...