401k rollover to IRA
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401k Rollover to IRA: A Complete, Practical Guide
- October 6, 2025
- Category: Investment Accounts & IRAs, Retirement Planning, Tax & Withdrawal Strategies
Executive summary: A 401k rollover to IRA can cut costs, expand investment choices, and simplify future withdrawals when you do it right. However, timing, tax treatment, access rules, ERISA protections, and employer stock can tilt the decision the other way. This guide shows when a rollover helps, when it hurts, and the steps to complete