Transfers & Rollovers

Rollovers

  1. Can I roll over my IRA into a Swell IRA?
  2. Can I move my 401(k) or other qualified benefit plan to my Swell IRA?
  3. Which account type should I open to complete my 401(k) rollover?
  4. Can I roll over my active 401(k) (or other employer-sponsored plan) into a Swell IRA?
  5. Can my spouse and I consolidate our 401(k)s into one Swell IRA?
  6. My 401(k) provider gave me paperwork to fill out. How can I get started?
    7. See all 11 articles

Transfers

  1. Can I make deposits into my IRA while a transfer is in progress?
  2. How can I know the status of my account transfer?
  3. Does my rollover or transfer count towards my IRA contribution limit?
  4. What is a Roth Conversion?
  5. What’s the difference between a rollover and a transfer?
  6. How do I cancel my IRA transfer?
    7. See all 7 articles