Where to Roll Over Your 401(k) In terms of where to roll over your 401(k), you have three major options. You can roll your 401(k) account into an IRA at: A mutual fund company, A discount brokerage firm, or A full service brokerage firm. Rolling a 401(k) into an IRA with a...
A self-directed IRA gives you more control and flexibility over your retirement investments. Rather than being limited to the investment options provided by your employer’s 401K plan, a self-directed IRA allows you to choose from a broader range of investment opportunities, such as real estate,...
One of your first encounters with the archaic U.S. financial system will occur the first time you need to roll over your 401k/403b. The process is incredibly confusing, involves coordinating with multiple brokerage firms, and can take anywhere from a few days to over a week to complete. ...