Rollovers

What does it mean to "roll over" an account? Classic financial jargon, "rollover" is a strange term but an important subject. When you move your investments from a 401(k) to a different kind of account, professionals call it, "making a rollover.” As fun as it may sound, it’s not a decision to be taken lightly.

How to Do a Direct IRA Transfer

If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.

How to Roll Over A 401(k)—Betterment Makes It Easy

Have 401(k)s from old jobs lying around? Betterment makes rolling them over into a low-cost IRA account simple and easy.

The Betterment Rollover: A Fast Track to a Better Financial Future

Roll over a Traditional, Roth, or SEP IRA—and start yourself on the path to a better financial future.

How to Roll Over Retirement Accounts

No matter what type of retirement account you want to roll over, we’ll try to help make it as easy as possible.

The Benefits of Rolling Over Your 401(k) or 403(b) into an IRA

Rolling over an old employer-sponsored retirement plan into an IRA can be highly beneficial. Here are three reasons to consider rolling over a 401(k) or 403(b).

Your Guide to Betterment Rollovers

Moving your money to a new financial institution can be tedious and complicated. At Betterment, our goal is to make it easy and automatic. Here, we break down each rollover method and explain which might be right for you.