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How to Rollover Your 401(k)

August 13, 2021

From the U.S. News & World Report website

f you have a 401(k) plan through your employer, there are certain times when you may have the option of rolling it over to another account. A 401(k) rollover typically refers to moving your funds into a different retirement account. The transfer usually occurs when you leave a job or transition into retirement. “Rollovers can be simple if you prepare for the process ahead of time and learn what to look for and how it’s done,” says Jay Jumper, CEO of Future Capital based in Chattanooga, Tennessee.

To rollover your 401(k) plan, you’ll want to:

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