ROLLOVER CHART ... 1Qualified plans include, for example, profit-sharing, 401(k), money purchase, and defined benefit plans. 2 Only one rollover in any 12-month period. 3Must include in income. …

Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

Jul 30, 2025 · Rollovers (See our rollover chart PDF) The why, what, how, when and where about moving your retirement savings. FAQs: Waivers of the 60-day rollover requirement YouTube video - …

If you receive both property and cash in an eligible rollover distribution, you can roll over part or all of the property, part or all of the cash, or any combination of the two that you choose.

Example 1: Alice makes a direct rollover contribution to Plan A with a check from Plan B payable to the trustee of Plan A, for the benefit of Alice. Plan A accepts all rollover contributions except after-tax or …

You may request: A direct rollover of $80,000 in pretax amounts to a traditional (non-Roth) IRA or a pretax account in another plan, A direct rollover of $10,000 in after-tax amounts to a Roth IRA, and A …

Sep 16, 2025 · A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan.

When you roll over a retirement plan distribution, you generally don’t pay tax on it until you withdraw it from the new plan. If you don’t roll over your payment, it will be taxable (other than qualified Roth …

Rollover Chart PDF A Rollover Chart summarizing the rollover rules is provided as a general guide but should not be relied upon as a substitute for professional tax advice.

Involuntary distributions are generally subject to the automatic rollover provisions of section 401(a)(31)(B) and must be paid in a direct rollover to an IRA, unless the plan participant elects to …