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Rollover Guides

Step-by-step IRS compliance guides for moving your retirement assets. Whether you are changing jobs, retiring, or consolidating accounts, these guides cover the specific rules for your account type across every major employment event.

9+Account Types

54+Tax Scenarios

2026 ReadyIRS Compliance

💼Rollover Eligibility: Job Change

401(k) Rollover Rules

IRS rules for rolling over a 401(k) a job change.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) a job change.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) a job change.

TSP Rollover Rules

IRS rules for rolling over a TSP a job change.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA a job change.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA a job change.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA a job change.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA a job change.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan a job change.

💼Rollover Eligibility: After Leaving a Job

401(k) Rollover Rules

IRS rules for rolling over a 401(k) after leaving a job.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) after leaving a job.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) after leaving a job.

TSP Rollover Rules

IRS rules for rolling over a TSP after leaving a job.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA after leaving a job.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA after leaving a job.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA after leaving a job.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA after leaving a job.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan after leaving a job.

⚠️Rollover Eligibility: After Termination

401(k) Rollover Rules

IRS rules for rolling over a 401(k) after termination.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) after termination.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) after termination.

TSP Rollover Rules

IRS rules for rolling over a TSP after termination.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA after termination.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA after termination.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA after termination.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA after termination.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan after termination.

💼Rollover Eligibility: After Retirement

401(k) Rollover Rules

IRS rules for rolling over a 401(k) after retirement.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) after retirement.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) after retirement.

TSP Rollover Rules

IRS rules for rolling over a TSP after retirement.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA after retirement.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA after retirement.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA after retirement.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA after retirement.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan after retirement.

⚠️Rollover Eligibility: After a Layoff

401(k) Rollover Rules

IRS rules for rolling over a 401(k) after a layoff.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) after a layoff.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) after a layoff.

TSP Rollover Rules

IRS rules for rolling over a TSP after a layoff.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA after a layoff.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA after a layoff.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA after a layoff.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA after a layoff.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan after a layoff.

💼Rollover Eligibility: While Still Employed

401(k) Rollover Rules

IRS rules for rolling over a 401(k) while being employed.

403(b) Rollover Rules

IRS rules for rolling over a 403(b) while being employed.

457(b) Rollover Rules

IRS rules for rolling over a 457(b) while being employed.

TSP Rollover Rules

IRS rules for rolling over a TSP while being employed.

Traditional IRA Rollover Rules

IRS rules for rolling over a Traditional IRA while being employed.

Roth IRA Rollover Rules

IRS rules for rolling over a Roth IRA while being employed.

SEP IRA Rollover Rules

IRS rules for rolling over a SEP IRA while being employed.

SIMPLE IRA Rollover Rules

IRS rules for rolling over a SIMPLE IRA while being employed.

Pension Plan Rollover Rules

IRS rules for rolling over a Pension Plan while being employed.