§401(k) Account Portability

If you leave your job, you have the option to leave your §401(k) assets in your employer’s plan,¹ or roll them to your new employer’s §401(k) —if both plans have provisions allowing the rollover, and in the case of Roth accounts, if both plans allow Roth contributions. You may also choose to roll your traditional / Roth retirement account to an IRA / Roth IRA, or convert your traditional §401(k) account to a Roth IRA. Please consult with your tax advisor before initiating such a change. Legend Equities Corporation and its affiliates do not provide tax information or advice.