IRA Rollovers – Simple and GREAT chart from the IRS

One major questions invstors have with their retirement plans at retirement:

Can I Roll my 401k, SEP, 403b, 457 Plan into an IRA?

Thankfully, the IRS has provided us a great Chart we can use to determine if a plan can be rolled over into an IRA.





** The information on this website is intended only for informational purposes. Investors should not act upon any of the information here without performing their own due diligence. Reh Wealth Advisor clients should discuss with their advisor if any action is appropriate.