Rollover Rules

What Is a 401k Rollover and Why It Matters A 401k rollover is the process of moving money from your […]

Why Texas Residents Have a Unique Advantage With 401k Rollovers If you live in Texas and you’re thinking about rolling

When rolling over a 401k, required minimum distributions (RMDs) must be taken before completing the rollover if you are age

When you take an indirect 401k rollover, your plan administrator is required to withhold 20% of your account balance for

When you leave a job, you typically have four options for your 401k: roll it into a new employer’s plan,

The one-per-year IRA rollover rule limits you to one indirect (60-day) rollover between IRA accounts in any 12-month period, regardless

SECURE 2.0 Act changes affecting 401k rollovers in 2026 include higher catch-up contribution limits, new RMD age thresholds, and expanded

When you roll over a 401k, the IRS requires your plan administrator to withhold 20% of the distributed amount for

Why Texas Workers Have Unique Advantages When Rolling Over a 401k If you live in Texas and you’re changing jobs,

Why Retirees Are Flocking to Texas in 2026 Texas has become one of the most popular retirement destinations in the