Vanguard brokerage options 401k rollover
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.
All investing is subject to risk, including the possible loss of the money you invest. Your use of this site signifies that you accept our terms and conditions of use Open a new browser window. Skip to main content. Search the site or get a quote. See if a rollover is right for you Roll over your k to Vanguard Pick an IRA for your rollover Choose your investments Start your rollover in just a few steps. Is a k rollover right for you? Get more flexibility with your investments With an IRA, you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer.
See your entire retirement picture in a single view When all of your retirement savings are in one place, it's easier to manage your accounts and monitor your progress. Keep your retirement savings tax-advantaged Just like your k , b , or other retirement plan, an IRA offers important tax benefits.
You can also start your rollover online. Understand and compare these and other factors before deciding what's best for you: Withdrawal requirements and potential penalties. Explore your options and weigh the pros and cons. Start your rollover online We're here to help Talk to an experienced rollover specialist. Call Monday through Friday 8 a. Move money into or out of your existing k at Vanguard.
Call Monday through Friday 8: FAQs Get answers to your questions about rollovers. But if you have questions or need a hand, we're happy to help.
As soon as you initiate your transfer, you'll receive an e-mail that explains how you can track the status of your transfer online. You may save money by transferring a variable annuity held elsewhere to the Vanguard Variable Annuity through a tax-free transfer known as a exchange. Initiate an account transfer to move money from an IRA or other account held at another company into a new or existing IRA or other Vanguard account.
The exchange of an annuity from one insurance company to another without incurring current income taxes. To qualify, the annuity must be funded with after-tax contributions. The transaction is named after the applicable section of the Internal Revenue Code. All investing is subject to risk, including the possible loss of the money you invest. Your use of this site signifies that you accept our terms and conditions of use Open a new browser window. Skip to main content. Search the site or get a quote.
Consolidate with an account transfer Why consolidate with Vanguard Find out what you need to get started Put your money to work after it's here. How to transfer money to Vanguard It's easy to do most account transfers online. What's the difference between a transfer and a rollover? There's often confusion, especially when it comes to IRAs, about which one to use. Account transfer or rollover? Find out which to use when.