Posts Tagged ‘ira rollover’


Rules Change for In-Service 401(k) Rollovers

Icon Provided by Joseph Regenstein IV, CMFC on February 9, 2010

401(k)-to-Roth rollovers are now possible before age 59½. A new possibility. Sometimes employees want to pull money out of a 401(k) before they retire. It isn’t always because of an emergency. Some workers want to make an in-service non-hardship withdrawal just to roll their 401(k) assets into an IRA. Why? They see lower account fees [...]

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Tags: hardship withdrawals, ira rollover, plan participants, qualified retirement plan, retirement, retirement plans, rollovers