Please ensure Javascript is enabled for purposes of website accessibility
Search
Accessibility Menu

What Is a Rollover of Retirement Funds?

By Kristi Waterworth – Jun 6, 2025 at 1:59PM | Fact-checked by Frank Bass

Key Points

  • Rollovers transfer retirement funds between accounts, avoiding taxes and penalties.
  • Direct rollovers are common for their simplicity; funds move between institutions directly.
  • ROBS rollovers allow investing retirement funds in start-ups, requiring expert guidance.
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.

Our Guides

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.