Rollover
Moving retirement money from one qualified account to another without triggering tax, if done correctly.
Where it is explained in full
Workplace plans: the 401(k), the 403(b), and the TSP, from the first paycheck to the last. Everything a person needs to open one, fill it, hold the right things in it, avoid the traps, and carry it with them when they leave. Long on purpose, so that one page is enough.
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Words beside it
- rollover IRA
A retirement account you move money into when you leave a job and want to keep your savings growing without paying taxes right away. It is a way to transfer your old workplace retirement funds without cashing them out.
Ask about Rollover
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