Resources

Learn the basics

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.

Find your old 401(k)

We specialize in finding old 401(k)s 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.

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

3 common 401(k) rollover mistakes to avoid

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

4 reasons a 401(k) rollover is better than a withdrawal

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

Pros and cons of rolling over your 401(k) 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.

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

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

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

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

The easiest way to roll over an old 401(k)

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

How to roll over your 401(k): 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 401(k) in five steps.

Here’s What You Need to Know about IRA Rollovers and Transfers

IRA rollovers allow you to move funds from an old retirement account into a rollover IRA, which can help you consolidate your nest egg and keep your investments growing. However, IRA transfers of all types, including IRA-to-IRA rollovers, are governed by some important rules, and understanding them can help you avoid hefty tax penalties and headaches in general. Here’s the scoop.

401(k) Withdrawals Explained

Many people wonder when they can access the money in their 401(k). If you want to retire early or need to take money out of your 401(k) to cover expenses, then keep reading to learn everything you need to know about 401(k) withdrawals.