Should I Rollover My 401(k)?

401(k)s and IRAs have many unique features for individuals that can make it hard to know if a 401k rollover makes sense for you.

This FREE flowchart covers 32 important planning issues to consider when making the decision to rollover your 401(k) or keep it where it is.  The flowchart covers many 401(k) rollover issues including:

  • IRA and 401(k) features and differences

  • Issues involving Net Unrealized Appreciation

  • Age based distribution options

  • Taxes and penalties in an IRA vs 401(k)

  • Impact of a 401(k) loan if a rollover occurs

  • Hardship Withdrawal

  • Systematic income

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