401k Rollover Options – What to Do if You Have an Existing 401k Loan

How to handle a 401k loan when doing a 401k rollover

Most Flexible 401K Rollover Options

One of your most flexible 401k rollover options is moving your full account value into a rollover IRA. An IRA gives you greater freedom in choosing investments than a 401k rollover option.

The Best 401k Rollover Options for the Self Employed

If you’ve recently left a job that offered a 401k rollover plan to be self-employed, you may be wondering what the best 401k rollover options are for someone in your situation. The first thing that you might want to do is to leave the 401k funds where they are, and this is an option, depending [...]

How to Avoid Tax Penalties with Different 401K Rollover Options

The best way to avoid tax penalties with different 401k rollover options is to understand how these different rollover options work and which one is most likely to create a tax burden for you.  It’s also important to understand what these options are called and to ask for what you want by name when you [...]

401k Rollover Options – Avoid Cash Distributions!

If your employer offers a retirement plan as part of their benefits package, this will be the basis for your 401k rollover options. However, if your new employer offers a Simple IRA instead of a 401k rollover plan, your transfer options will be more limited.