Transfers & Rollovers
Rollovers
- Can I roll over my IRA into a Swell IRA?
- Can I move my 401(k) or other qualified benefit plan to my Swell IRA?
- Which account type should I open to complete my 401(k) rollover?
- Can I roll over my active 401(k) (or other employer-sponsored plan) into a Swell IRA?
- Can my spouse and I consolidate our 401(k)s into one Swell IRA?
- My 401(k) provider gave me paperwork to fill out. How can I get started? See all 11 articles
Transfers
- Can I make deposits into my IRA while a transfer is in progress?
- How can I know the status of my account transfer?
- Does my rollover or transfer count towards my IRA contribution limit?
- What is a Roth Conversion?
- What’s the difference between a rollover and a transfer?
- How do I cancel my IRA transfer? See all 7 articles