Rollover

One of the biggest decisions to make about an employer-based plan is what to do with your savings after you leave your job. Have you saved money for retirement in a plan through your current employer? Do you still have money in a plan with a previous employer? If so, one option is to roll your savings into a Rollover IRA.

Some employer plans may allow you to take a distribution or do a rollover while you are still working for the company. Typically you must be age 59 or older to take advantage of this. Your plan administrator can tell you if your plan has an in-service distribution option. SEP assets can be moved at any time. SIMPLE IRA assets can only be moved to a different plan type if it has been two years since you first contributed to the plan.

Find out whether a rollover might be a good option for you.








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