Moving or Changing Jobs

Stay connected with your investments during the transition.

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.

Couple looking at a new house

Your Transition Checklist

Here are the four steps to remember with every move or new job.

Need Help with a Rollover? Ask a Retirement Specialist

Contact a Janus Henderson Retirement Specialist at 800.525.1093

Related Content

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.

Retirement Planner

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.