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Contents

  • Understanding Your Options
    • Benefits of Rolling Over to a New Employer's Plan
      • Consolidation and Simplified Management
        • Potential Cost Advantages
          • Additional Benefits
          • Drawbacks to Consider
            • Investment Limitations
              • Administrative Considerations
              • Steps for a Successful Rollover
                • Important Considerations
                  • The 60-Day Rule
                    • Required Minimum Distributions (RMDs)
                    • Factors to Consider When Deciding
                      • Best Practices

                        Should You Roll Over Your 401(k) to a New Employer?

                        contributorcontributorcontributor
                        2.4 minute read
                        FinanceAging and RetirementCareer AdviceInvestmentBusiness
                        A thoughtful professional contemplating financial decisions with a 401(k) document and a laptop in a modern office setting.
                        Published January 25, 2025
                        Last Updated May 29, 2025
                        contributorcontributorcontributor
                        2.4 minute read

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