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Let’s look at the details… Direct vs. Indirect Rollover The first, and preferred, rollover method is a direct rollover. Your money goes straight from one account to the other. For example, a wire ...
Keeping tabs on retirement accounts can be tricky for the average American—more than 25 million workers left at least one behind when they switched employers between 2004 and 2013, according to ...
Here's a breakdown of your options. A rollover is transferring funds from an existing retirement account — for example, a 401 (k) from your old job — into another type of account.