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2. How to roll over your 401 (k) in 5 easy steps

   www.aol.com/finance/roll-over-401-k-5-175006857.html

   A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan ...

3. How the 5-Year Rule Affects Roth 401(k)s & Roth IRAs - AOL

   www.aol.com/roll-over-roth-401-k-163040329.html?...

   The five-year rule also applies to funds held in a Roth 401 (k) account. So if you’ve had a Roth 401 (k) and a Roth IRA for at least five years and you’ve been actively contributing to both ...

4. What taxes are due on a Roth IRA conversion? - AOL

   www.aol.com/finance/taxes-due-roth-ira...

   Traditional IRAs and 401(k)s, on the other hand, mandate minimum withdrawals each year starting at age 73. ... A trustee-to-trustee rollover: ... use Form 8606 to inform the IRS about the rollover.

5. Backdoor Roth IRA: What it is and how to set one up - AOL

   www.aol.com/finance/backdoor-roth-ira-set-one...

   In a 401(k) and traditional IRA, you have to take a required minimum distribution from the fund once you hit a maximum age (73 now, thanks to SECURE Act 2.0). Not so with a Roth IRA. Not so with a ...

6. When Is the Best Time to Roll Over Your 401(k)?

   www.aol.com/best-time-roll-over-401-121722418.html

   After you've determined the best time to do a 401(k) rollover, follow these common steps to complete the process to a new 401(k) or an IRA: Open a 401(k) account with your new employer or an IRA ...

7. When Is the Best Time to Roll Over Your 401(k)?

   www.aol.com/finance/best-time-roll-over-401...

   The best time to roll over your 401(k) really depends on your individual financial circumstances, retirement goals and the specific options that are available to you. Here's what you need to ...