A Helpful 401(k) & IRA Rollover Chart from the IRS
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That’s right, the words helpful and IRS sometimes go together. The IRS has produced a chart showing whether a rollover between 401(k), 403(b), 457(b), IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts is permitted. Clicking on the chart or here will download a pdf version of the chart. The chart includes hyperlinks to additional resources on the IRS website.
Changes to 401(k) and IRA rollover rules for 2008
There are some changes for 2008 that are reflected in the chart. For example, you can now do a direct rollover from a 401(k), 403(b) or 457(b) to a Roth IRA (subject to income limitations). Before 2008, you had to first rollover to a traditional IRA and then convert to a Roth IRA. The chart also indicates when a rollover is permitted subject to certain limitations.
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