ROLLOVER
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. FUND SELF-DIRECTED IRAs
      3. ROLLOVER

      When Should I Initiate a Rollover?

      • When you retire, change jobs or separate from employment for any reason, you are entitled to receive a distribution of your 401(k), 403(b), 457 or Thrift Savings Plan retirement funds and rollover to an IRA.
      • When you receive a distribution of cash and/or assets from an existing IRA, you have 60 days to complete the rollover of the same property in order to avoid taxes and possible penalties.

      Learn more about rollovers at Fund My Account.