David Lerner Associates: Seven Myths About Rollovers Debunked
One decision you have to make when changing jobs is what to do with the money you’ve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan).
David Lerner Associates: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars.
David Lerner Associates: Switching Professions? Take Your 401(k) and Roll It
Sometimes, you have no alternative - you need to use the funds. If so, try to minimize the tax impact. For example, if you have nontaxable after-tax contributions in your account, keep in mind that you can roll over just the taxable portion of your distribution and keep the nontaxable portion for yourself.