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Rollover Rules by Employment Type

Your employment sector dictates your retirement plan options, withdrawal rules, and rollover portability. We break down the complex web of IRS, ERISA, and governmental plan rules by employment category.

10Employment Types

9Account Types

DecodedSector Rules

🏛️Federal Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Federal Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Federal Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Federal Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Federal Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Federal Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Federal Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Federal Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Federal Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Federal Employee.

🏢Government Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Government Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Government Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Government Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Government Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Government Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Government Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Government Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Government Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Government Employee.

🏢State Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a State Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a State Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a State Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a State Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a State Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a State Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a State Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a State Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a State Employee.

🏢Local Government Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Local Government Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Local Government Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Local Government Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Local Government Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Local Government Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Local Government Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Local Government Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Local Government Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Local Government Employee.

🏢Public School Teacher Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Public School Teacher.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Public School Teacher.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Public School Teacher.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Public School Teacher.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Public School Teacher.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Public School Teacher.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Public School Teacher.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Public School Teacher.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Public School Teacher.

💼University Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a University Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a University Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a University Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a University Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a University Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a University Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a University Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a University Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a University Employee.

💼Nonprofit Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Nonprofit Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Nonprofit Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Nonprofit Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Nonprofit Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Nonprofit Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Nonprofit Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Nonprofit Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Nonprofit Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Nonprofit Employee.

💼Private Sector Employee Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Private Sector Employee.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Private Sector Employee.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Private Sector Employee.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Private Sector Employee.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Private Sector Employee.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Private Sector Employee.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Private Sector Employee.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Private Sector Employee.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Private Sector Employee.

💼Self-Employed Person Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Self-Employed Person.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Self-Employed Person.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Self-Employed Person.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Self-Employed Person.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Self-Employed Person.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Self-Employed Person.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Self-Employed Person.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Self-Employed Person.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Self-Employed Person.

🏛️Military Service Member Guides

401(k) Rollover Rules

Understand the specific rules for rolling over a 401(k) as a Military Service Member.

403(b) Rollover Rules

Understand the specific rules for rolling over a 403(b) as a Military Service Member.

457(b) Rollover Rules

Understand the specific rules for rolling over a 457(b) as a Military Service Member.

TSP Rollover Rules

Understand the specific rules for rolling over a TSP as a Military Service Member.

Traditional IRA Rollover Rules

Understand the specific rules for rolling over a Traditional IRA as a Military Service Member.

Roth IRA Rollover Rules

Understand the specific rules for rolling over a Roth IRA as a Military Service Member.

SEP IRA Rollover Rules

Understand the specific rules for rolling over a SEP IRA as a Military Service Member.

SIMPLE IRA Rollover Rules

Understand the specific rules for rolling over a SIMPLE IRA as a Military Service Member.

Pension Plan Rollover Rules

Understand the specific rules for rolling over a Pension Plan as a Military Service Member.