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.
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.
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.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
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.
How to Roll Over An IRA : The Indirect Method
Use this easy 8-step breakdown to get your IRA rollover rolling.
Ready for a Rollover? We Make It Easy
Rolling over your retirement funds should be as smooth as possible, so your money can continue to grow. Betterment can help make it easy –– and low cost.
Roll Over a Retirement Account: The Procrastinator’s Guide
When you delay rolling over an old retirement account, you're setting yourself up for a loss in savings and returns.