And because they directly received a rollover check, this IRA transfer counts as their one allowable indirect IRA-to-IRA rollover for the next year. When possible, transferring the 401(k ...

Also, participants can only do an indirect 401 (k) plan rollover once in a 12-month period. If they do this again before a year has elapsed, the entire balance of the second rollover will be counted ...

The job landscape has drastically changed over the past few decades. Long gone are the days of staying with one employer for ...

With a 60-day indirect rollover, you receive a distribution in the form of a check paid directly to you from your traditional IRA. You then have 60 days to deposit it into your Roth IRA.

With an indirect rollover, the plan administrator will liquidate your holdings and send you a check in your name. The administrator will also withhold 20% of your funds for taxes and send it to ...

SoFi Rollover IRA is one of the best places to roll ... Sometimes, this may require a liquidation of the account and a check sent to the individual. In this case, the individual must make sure ...