Resources

Learn the basics

How to roll over your 401k: a step-by-step guide

The process of transferring (or “rolling over”) your retirement accounts can often feel daunting. Read our guide on how to rollover your 401k in five steps.

The easiest way to roll over an old 401k

The process of transferring (or “rolling over”) your retirement accounts can often feel daunting. Read our guide on how to rollover your 401k in five steps.

401ks vs. IRAs: 5 key differences explained

Both 401ks and IRAs are retirement accounts with special tax advantages, but they tend to be used for different purposes. It’s not an “either or” decision – people frequently have both at the same time.

What can you do with your 401k when changing jobs?

Figuring out what to do with your 401k when changing jobs can feel intimidating. We’ve spelled out your four key options in this guide.

5 reasons to roll over an old 401k into an IRA

Don’t cash out (withdraw) your 401k assets unless you need to. A rollover is better for you in the long-term.

Pros and cons of rolling over your 401k into an IRA

Deciding whether to transfer your old 401k into a new IRA? Use this overview of the key pros and cons to figure out whether it’s right for you.

4 reasons a 401k rollover is better than a withdrawal

Don’t cash out (withdraw) your 401k assets unless you need to. A rollover is better for you in the long-term.

3 common 401k rollover mistakes to avoid

If you’re doing a rollover on your own, be sure to avoid these three slip-ups.

How to find your IRA account number

Need help finding your IRA account number? Sometimes it can be hard to find the account number for your IRA. We’ve compiled the following step-by-step

Find your old 401k

We specialize in finding old 401ks instantly using our employer-lookup database. If we can’t find it right away, our rollover concierge team will track it down for you — for free.

Roth Conversions: Everything You Need to Know

Here’s what you need to know about converting your traditional IRA to a Roth, including whether or not you should consider one and a step-by-step guide to the conversion process.