How To Rollover Your 401K?

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    David G. Pipes, CLU®, RICP®
    Business Development Officer, T.D. McNeil Insurance Services, Fresno, California
    A 401(k) can be rolled into a very short list of retirement products.  The funds must maintain the same tax characteristics.  401(k) proceeds are often rolled into an IRA.  Which specific IRA is beyond the scope of this answer.  Most 401(k) administrators require a formal request for the fund transfer.  The actual transfer is best handled between the 401(k) trustee and the trustee of the new plan that you have chosen.
    Answered on June 11, 2014
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