401k rollover - Everything you need to know

We did the research and narrowed down to ten sites that will help you get the information you need and make a decision. Keep reading to learn about each one.

We combined over twenty different criteria to establish out rankings with the help of cutting-edge Artificial Intelligence and expert contributors. These criteria include user reviews, content relevance, website reputation score, user votes, and more (We make sure to update these rankings on a regular basis so that the information is always up to date).

We've included the most useful 401k rollover videos in our review, as well as links to further resources for more information.

401k rollover
401k rollover

Interest in 401k rollover over time

According to our data there has been a growing interest in 401k rollover over the past few years. We estimate that there have been over 98,010 search engine searches in the United States in 2023 alone.

Top 10 401k rollover and 401k rollover websites as ranked by people like you

The Community ranked the best 401k rollover websites so that you can find what you need. Help improve the ranking by voting too.

Last updated: 2024-06-10

Rank

Provider

Description & Features

Site

1

626

How to Roll Over a 401k | Charles Schwab
How to Roll Over a 401k | Charles Schwab
Learn more about how a 401k rollover works with our easy to follow infographic. This guide will help you understand rollover options and rules, and if rolling over your 401k into an IRA is appropriate for you.

2

580

401(k) Rollovers: A Quick Start Guide - NerdWallet
401(k) Rollovers: A Quick Start Guide - NerdWallet
A 401(k) rollover may seem complex, but it isn't. Learn the essential steps to the process here, including how to initiate your rollover without incurring taxes and how to find the right home for ...

3

537

Rollovers of Retirement Plan and IRA Distributions ...
Rollovers of Retirement Plan and IRA Distributions ...
Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA. The Rollover Chart ...

4

497

Common 401k Rollover Mistakes - Nasdaq.com
Common 401k Rollover Mistakes - Nasdaq.com
401k Rollover Mistake: Same Property Rule This is a very common 401k rollover mistake.You must rollover the same property to your new IRA. The same property provision means that you cannot take a ...

5

460

401k Rollover Options - Fidelity
401k Rollover Options - Fidelity
Roll over to a Fidelity IRA Roll over to Fidelity and consolidate your retirement accounts in one place while continuing tax-deferred growth potential. 1 You'll get a wide range of investment options that cost only $4.95 per online U.S. equity trade.* Roll over to Fidelity now

6

426

401(k) Rollover Options | Charles Schwab
401(k) Rollover Options | Charles Schwab
One great thing about a 401(k) retirement savings plan is that your assets are often portable when you leave a job. But what should you do with them? A rollover to an IRA (Individual Retirement Account) is one way to go, but you should consider your options before making a decision. There are ...

7

394

401k Rollovers | Retirement Guidance, Options | Fidelity
401k Rollovers | Retirement Guidance, Options | Fidelity
401(k) Rollover to an IRA With access to a wide range of investment options, no account fees, and one-on-one guidance as needed, we can help you reach your retirement goals.

8

365

401k rollover to an IRA | Vanguard
401k rollover to an IRA | Vanguard
Is a 401(k) rollover right for you? When you left your old job, did you leave your retirement savings behind? Give your money a fresh start by rolling it over into an IRA.

9

338

Should you transfer 401(k) to a new employer plan ...
Should you transfer 401(k) to a new employer plan ...
Changing jobs and asking: should I roll over my 401k? Learn about 401k rollover rules and consider your options when deciding whether to transfer 401k funds.

10

313

How To Roll Over Your 401(k) In 5 Easy Steps - Bankrate.com
How To Roll Over Your 401(k) In 5 Easy Steps - Bankrate.com
If you’re leaving your job for a new employer, it’s important to address rolling over your 401(k). The wrong decision could cost you. A 401(k) rollover is when you direct the transfer of the ...

Top 10 ranking changes over time

401k rollover videos considered

We analyzed 6,037 hours of the most informative 401k rollover videos. These videos stood out the most:

Local 401k rollover near you

First Manhattan Financial

2747 Coney Island Ave, Fl 1

Bob Young Financial

300 County Ave, Secaucus, NJ 07096

RLB Wealth Planning

1325 Franklin Ave, Ste 235

TIAA Financial Services

730 3rd Ave, New York, NY 10017

Grillo & Associates, Inc. - Nationwide Insurance

651 Broadway, Massapequa, NY 11758

David Lerner Associates

477 Jericho Tpke, Syosset, NY 11791

Useful 401k rollover Resources

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This comparison site is made up of our own opinions and views. The ranking is determined at our discretion and is not to be used for accuracy purposes. We can provide this service at no charges thanks to a combination of referral fees and advertising income we receive from various publishers and service providers. These payments may affect our rankings and the score we assign to websites, products, and vendors. Our ratings do not imply endorsement of any kind. This website's information, rankings, and vendor list is subject to change without notice at any time.