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

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

   “You contact your employer’s 401 (k) provider and request a rollover,” Lowell said. “They will then specify how much of the funds are pre-tax and how much are Roth contributions. You then ...

3. Leaving Your Job? Here's How to Take That 401(k) with You - AOL

   www.aol.com/leaving-job-heres-401-k-130000462.html

   Instead of cashing out the plan and paying a $4,000 penalty, you initiate a direct rollover to your new employer-sponsored 401 (k) plan.

4. 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.

5. Biden administration’s ‘commonsense’ retirement rule could ...

   www.aol.com/finance/biden-administration...

   That’s a big deal given Americans rolled over almost $800 billion from 401 (k)s and other employer plans into IRAs in 2022, the White House said when it introduced the rule in October 2023.

6. 2022 Changes to 401(k) Limits and Backdoor Roth IRAs - AOL

   www.aol.com/finance/2022-changes-401-k-limits...

   Changes to 401 (k) Limits in 2022. For tax year 2022, workers can contribute the lesser of 100% of their salaries or $20,500 to a 401 (k) plan. This is an increase of $1,000 from tax year 2021, in ...

7. Retirement planning: Know the 401(k) rules when you leave a job

   www.aol.com/finance/retirement-planning-know-401...

   The rules are specific here. You'll want to do a direct trustee-to-trustee rollover, where the transfer is sent straight to the new 401 (k) plan or IRA custodian.