401K to IRA Rollover Rules
September 17, 2024

401(k) to IRA Rollover Guide: Maximize Your Retirement Savings

401K Rollover to IRA Rules   There are two types of rollovers: direct rollovers and indirect rollovers.  In a direct rollover, the funds from your 401(k) are transmitted directly to the new retirement plan. There are no withdrawal fees or distributions to the participant, making this the most hands-off rollover method.  An indirect rollover is where the funds from your 401(k)...
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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085