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Roth IRA Rollovers

Learn how to roll over your retirement account in virtually any scenario.

By Lyle Daly – Updated May 2, 2025 at 8:40PM

Key Points

  • Roth IRA rollovers are a way to transfer funds between retirement accounts.
  • Direct rollovers from Roth 401(k) to Roth IRA avoid taxes and expand investment choices.
  • Traditional to Roth IRA conversions are taxable and generally increase your tax income.
Key findings are powered by ChatGPT and based solely off the content from this article. Findings are reviewed by our editorial team. The author and editors take ultimate responsibility for the content.

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