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Roth IRA Rollovers

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

By Lyle DalyUpdated May 2, 2025 at 8:40 PM

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.

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