April 2, 2012

Can You Roll Over an IRA, Roth IRA, SEP IRA, 457(b), 403(b) or 401(k)?

There are several different types of retirement plans out there.    When you leave one employer you may end up at another employer with a different style of retirement plan.  

The following table can be used to determine if you can roll over from one plan to another.   I lifted the table straight out of IRS Publication 590.

Click on the image to get full size view.

I couldn't fit the table in adequately so I am using a graphic image.  


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