Whether you are moving homes or changing jobs, the transition can be stressful. There is a lot to consider, and it can be easy to overlook the ramifications to your financial accounts. Here is a simple checklist to help make your transition a smooth one.
Your Transition Checklist
Here are the four steps to remember with every move or new job.
Direct Rollover Form
Initiate a direct rollover of a distribution from your prior employer’s qualified retirement plan to a new or existing Janus Henderson IRA or Roth IRA.
Get a clear picture of your retirement goals and estimate how much you should save with the Janus Henderson Retirement Planner.
What Is a Direct Rollover?
A direct rollover is the movement of retirement assets from an employer-sponsored qualified retirement plan into another eligible retirement plan when the employee has a triggering event, such as a separation of service or attainment of normal retirement age.