IRA Rollover

A 401(k) rollover gets your assets rolling in the right direction

An IRA rollover could be right for you if you're changing jobs, retiring soon or already enjoying retirement. Roll over your old qualified retirement plan 401(k)s into one convenient TD AMERITRADE Easy IRA. When you do, you'll get more choices and more control to pursue financial independence. The TD AMERITRADE Easy IRA enables you to defer paying taxes until you make withdrawals during retirement. 401(k) rollovers also let you consolidate your retirement accounts in one place to help you better manage your assets.

IRA rollover basics

Find answers to basic questions like, "What is a rollover?" and "Why should I roll over?" You'll also learn how opening a TD AMERITRADE Easy IRA may be a great way to enjoy more ease and convenience when it comes to managing your financial future. More about IRA rollovers.

Retirement planning articles

Learn more about the specifics of IRA rollovers - the different types available, contribution and distribution rules, consolidation of assets, what to do in the event of a layoff, as well as tax implications with these in-depth, informative articles. Read the retirement planning articles.

Tools and 401(k) rollover calculator

Plan your IRA rollover strategy with a financial calculator that helps you understand your rollover choices. Try the 401(k) rollover calculator.

Retirement planning seminars

These self-paced online seminars feature tools and information that explain your rollover choices, their tax implications and how they affect your retirement savings. More about retirement planning seminars.

Investment consultants

Visit one of the TD AMERITRADE nationwide branches to speak directly with an investment consultant who can help guide you to the products and services that suit your needs. Locate the TD AMERITRADE branch nearest you to set up an appointment.

Glossary of financial planning terms

View the financial planning terms.
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Offer valid for clients who open a new TD AMERITRADE retirement account or a new eligible TD AMERITRADE Investing Account (IRA) using the Amerivest service by 01/31/09 and meet funding requirements within 6 months of account opening, or add required funding to an existing TD AMERITRADE retirement account with a transfer of assets from a qualified retirement plan within 6 months of registering online for the offer. Funding/rollover of $25,000 - $99,999 receives $100, funding/ rollover of $100,000 - $249,999 receives $250, funding/rollover of $250,000 or more receives $500. Limit one offer per client. Not transferable and not valid with internal transfers or with other offers. Cash awards are valid within your IRA only and non-transferable to another existing TD AMERITRADE account. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. Void where prohibited. Please allow 3-5 business days for any cash deposits to post to account. Account must remain open with minimum funding for 9 months, or TD AMERITRADE may charge the account for the cash awarded to the account. TD AMERITRADE reserves the right to restrict or revoke this offer. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC registered investment advisor. Brokerage services are provided by TD AMERITRADE, Inc. Amerivest Investment Management, LLC and TD AMERITRADE, Inc. are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation. Amerivest is a trademark of TD AMERITRADE IP Company, Inc.

TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2008 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.

TD AMERITRADE does not provide tax advice.