Tuesday, November 30, 2010

Rollovers: The Where From and The Where To in a Handy-Dandy Chart

Are you confused by what moneys you can roll over to where? Can you roll your 457 money into an IRA? How about your 403(b) money? Can you roll your Roth 401(k) into a traditional IRA? Do you know? Does anybody know?

The IRS has been good enough to tell us and the 401(k) Help Center has given us a handy-dandy chart. You can view the chart here: http://www.401khelpcenter.com/pdf/Rollover_Chart.pdf

If you're not sure of the correct answers for you, it's worth taking a look.

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