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  2. Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes ...

  3. How to roll over your 401(k) in 5 easy steps

    www.aol.com/finance/roll-over-401-k-5-175006857.html

    A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan ...

  4. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  5. 401(k) Rollover vs. IRA Rollover: What Are The Pros & Cons I ...

    www.aol.com/401-k-rollover-vs-ira-162831606.html

    Sometimes, the term “401(k) rollover” is used to describe a transfer of funds from a 401(k) to any other retirement account and sometimes it refers to rolling 401(k) funds over to another 401(k).

  6. Will I Have to Pay a Penalty If I Transfer a 401(k) to a CD?

    www.aol.com/transfer-401-k-cd-without-130957244.html

    Transferring money from a 401(k) to an IRA doesn’t automatically trigger a tax penalty if you’re following the proper steps to complete the rollover. Before starting the process, it helps to ...

  7. Best places to roll over your 401(k) in 2025

    www.aol.com/finance/best-places-roll-over-401...

    Fidelity Investments. Betterment. Firstrade. Interactive Brokers. Merrill Edge. Schwab Intelligent Advisors. Fidelity Go. Vanguard. Overview: Top online brokers for a 401(k) rollover in 2025 ...

  8. What taxes are due on a Roth IRA conversion? - AOL

    www.aol.com/finance/taxes-due-roth-ira...

    Converting a 401(k) or traditional IRA to a Roth IRA is a relatively simple process. Here’s how to get started: Open a Roth IRA account: Start by opening a Roth IRA account at a financial ...

  9. 401(k) to IRA Rollover: Everything You Need to Know

    www.aol.com/news/401-k-ira-rollover-everything...

    There are many reasons why you may have decided to make a 401(k) to IRA rollover. You may have left your job for a position at a new company, you may have been laid off or you may have decided ...

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