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.
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.