401k Rollover

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A 401k Rollover is a process that allows for a direct transfer of assets to be made between retirement plans. Examples of retirement plans that might be involved in a 401k Rollover include: 401k plans, IRAs, and TSAs (Tax Sheltered Annuity).

A surviving spouse may use a 401k Rollover to transfer assets from a deceased spouse's account.

Please Note: Rollovers from a Roth 401k may only be made to a Roth IRA.

401k Rollover - definition

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