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Kiplinger
Kiplinger
Business
Pam Krueger

How to Roll Over Your 401(k) Without Costly Regrets

The words 401k rollover written on black paper next to some cash and a calculator.

If there’s one thing I’ve learned in my decades in finance, it’s that there’s rarely one right way to handle financial decisions — except when it comes to rolling over your 401(k).

Transferring funds from your 401(k) to an individual retirement account (IRA) can be a wise move. It offers greater control over your investments and potentially more diverse investment options. However, the 401(k) rollover process requires thinking ahead and planning each step carefully, because there are numerous pitfalls and nuances to navigate.

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