A 401(k)-to-Roth IRA rollover, however, will trigger an immediate tax liability. When rolling over your 401(k) balance into an IRA, there may be a 20% withholding tax applied to that balance.

If your plan administrator can't transfer the funds directly into your IRA or new 401(k), have the check they send you made out in the name of the new account care of its custodian. This still ...

Master the 401(k) transfer process during a job switch. Learn the steps, alternatives, tax and penalty implications, and your new employer's role.

You can transfer your retirement plan savings directly to a new individual retirement account (IRA) by contacting your financial institution and requesting a trustee-to-trustee transfer. This ...

You can transfer your retirement plan savings directly to a new individual retirement account (IRA) by contacting your financial institution and requesting a trustee-to-trustee transfer. This ...

Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first.

This is the key step where you’ll transfer funds from your existing 401(k) account to your new gold IRA account. The process of rolling over your 401(k) funds to your gold IRA can be done ...

A direct transfer between two custodians—or financial institutions—is the safest way to move Roth IRA funds from one Roth IRA retirement account to another. A transfer must be deposited in the ...

WireDaily.com is proud to announce the release of its updated 401k to Gold IRA Rollover Guide for 2025. Consumers can get this Free Gold IRA Guide by WireDaily's top-ranked company. It can make it ...