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A rollover IRA is an account that allows you to move funds from an old employer-sponsored plan, like a 401(k), to an IRA. Get started with Schwab today. Rollover your old 401(k) into a Schwab IRA.
Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.
Narrator: A Rollover IRA is an account that allows you to move funds from your prior employer-sponsored retirement plan into an IRA. To begin this process, navigate over to Accounts, and click Retirement under Open an Account.
Follow these instructions to learn how to roll over your current 401(k) into a Traditional or Roth IRA at Schwab.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
With a Traditional, Rollover, SEP, or SIMPLE IRA, you make contributions on a pre-tax basis (if your income is under a certain level and certain other qualifications) and pay no taxes until you withdraw money. IRA withdrawal rules and penalty details vary depending on your age.
*A roll over of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer's plan; rolling over assets to a new employer's plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply).
Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.
Schwab makes it easy to roll over your 401(k). Take control of your retirement savings with a Rollover IRA. Open an Account. Talk to a Schwab Rollover Consultant 877-290-8545
Gather your most recent 401(k) and IRA statements. To transfer these accounts, you need statements that are less than 90 days old. Collect online rollover or transfer forms and contact information from your brokerage company or previous employer.