Rollover Guides for Every Retirement Account Type
401(k), 403(b), 457(b), TSP, TIAA, Roth — each account type has different rules, timelines, and tax implications. Find yours below.
Choose your account type
401(k) to IRA Rollover
Employees of for-profit companies who have left a job or retired
Roth 401(k) to Roth IRA Rollover
Employees who made after-tax Roth contributions to their workplace plan
403(b) to IRA Rollover
Educators, healthcare workers, nonprofit employees, and clergy
457(b) to IRA Rollover
State, local, and municipal government employees; some nonprofit employees
Federal TSP to IRA Rollover
Federal civilian employees and military service members
Consolidate Multiple Old 401(k)s into One IRA
Anyone who has changed jobs multiple times and has old 401(k)s scattered at past employers
Traditional IRA or 401(k) to Roth Conversion
Anyone who expects to be in a higher tax bracket in retirement, or wants to reduce future RMDs
TIAA 403(b) Rollover Guide
University, hospital, and nonprofit employees with TIAA accounts
Not sure what type of account you have?
Check your most recent statement or tell us where you worked — we'll identify the account type and walk you through the right rollover path.