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.
Featured Articles
How We Help Investors Seamlessly Transfer Accounts
Transitioning investment accounts from one provider to another can be tedious and complicated. Humans can help make it seamless and easy.
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)—We Help Make 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.
Recent Articles
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.
The “Best” IRA Rollover Offers Are Not What They Appear
Before you bite on one of the “best” IRA rollover offers, it's important to read the fine print and ask yourself a few questions.
How to Roll Over Your 403(b) to Betterment
Betterment makes rolling over your 403(b) simple and efficient.