How to Roll Over Your old 401(k) Roll Over Your Old 401(k) How to Roll Over a 401kPlease Note: This page includes information regarding how to roll over your 401(k) into an IRA which will be held in a brokerage account only. If your account is currently or will be held with a mutual fund/investment company or you are an employer rolling over a group plan, please call us at 919-719-7200 for assistance.
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If you are opening an online trading account for your 401(k) Rollover:When transferring your old 401(k) plan from your previous employer to your rollover IRA at Place Trade, the process is different from simply rolling over an IRA (even if it had originally been in a 401(k) account. When you begin the new account application you will first choose an "Individual" account (on the first page). After you enter your basic information you will be asked to choose the type of IRA that you wish to open. It is important that you are careful to choose "Direct Rollover" under the Type of IRA account. (If you do not see it please give us a call and we will show you where it is. If you just skip and move forward you may have to start over so it is better to stop and give us a call.)
If you are working with a full-service financial advisor:We will formulate a plan for your IRA rollover based on your account type. Place Trade will be by your side throughout the transfer, from helping you with the paperwork to navigating the obscure regulations and processes governing rollovers. Regardless of the location, position, and type of IRA, you wish to transfer, our advisers possess the knowledge necessary to facilitate a smooth transition. We are here to help you throughout the process and answer any questions that you may have. How to Rollover an Existing Traditional, Roth or SEP IRA into a Place Trade a brokerage account: Either under the funding section of the new account application or once your account has been approved you can easily roll over your existing retirement or brokerage account in Account Management. (Funding > Position Transfers > ACATs)
Call us today at 919-719-7200 or 800-50-PLACE for more information! Should I cash out my 401(k) retirement account or roll it over?Related Articles
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Make smart decisions with your old retirement plans today so that you can maximize your potential and get the most of your financial future!
Rollover your old 401(k) to a Place Trade Self-Directed IRA or Speak with one of our Experienced Financial Consultants to get Advice on your options or help develop a new financial plan.
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