If you changed jobs and didn’t rollover your 401(k) into an IRA, you could be leaving money on the table. Learn the ins and outs of rollover IRAs and how they can benefit you and your portfolio.
Planning for retirement

The ins and outs of rollover IRAs

1 minute read
  •  
October 01, 2021
Planning for retirement
Save for retirement
Vanguard news
Page

Want to know more? Let’s talk.

There are important factors to consider when rolling over assets to an IRA. These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and tax consequences of rolling over employer stock to an IRA.

Most Viewed

Vanguard Core-Plus Bond Fund launches
Vanguard Core-Plus Bond Fund features the diversification of bond funds with the potential for higher yields through proven expert management.
Ready to invest? See how to open an account
Start with this step-by-step guide to opening a personal investment account, such as a general investing brokerage account or an IRA.
Inflation, diversification, and the 60/40 portfolio
Vanguard finds it will take a lot more inflation than we expect to affect diversification in a balanced portfolio.
Potential U.S. debt default: Why to stay the course
A U.S. debt default, unlike a government shutdown, would be unprecedented. Here’s why we don’t think it will occur.
Inflation beyond the current spike
Could inflation at rates we’ve seen in 2021 persist in 2022 and beyond? It’s not our base case.
Fueling the FIRE movement: Updating the 4% rule for early retirees
With updates based on Vanguard’s principles of investing success, the 4% rule can help FIRE investors achieve success in retirement.

All investing is subject to risk, including the possible loss of the money you invest.

1 How America Saves Report 2020
2 Beware the vultures coming for your old 401(k) money article
3 How To Track Down That Lost 401(k) Or Pension article