Financial Services - Move Your 401(k)

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Take your 401(k) retirement assets with you

If you've invested in your employer-sponsored 401(k) plan, you've chosen a smart way to build savings for retirement. But if you're changing jobs or retiring soon, you'll need to make some important decisions to keep those assets growing tax-deferred.

To make the most of your 401(k) assets, it's important to:

Know your options.
Talk to a financial advisor.
Act soon.

Know your options

What you choose to do with your retirement account may depend on how close you are to retirement. If you're nearing retirement, you may have significant savings in your account. If you're changing jobs but are several years from retirement, your savings may be smaller. Either way, it's important to choose wisely to ensure a comfortable retirement.

Talk to a financial advisor

Whether you're about to retire or are mid-career, H&R Block Financial Advisors can provide the personalized advice and guidance you need to make the most of your 401(k) assets. Your personal financial advisor will work with you to become familiar with your individual situation and recommend investments that meet your financial objectives and retirement timeframe. And as your needs change and grow, your financial advisor can help ensure that your investment stay on track with your financial objectives.

Act soon

To eliminate tax and early withdrawal penalties, you must move your 401(k) assets into a Rollover IRA within 60 days of your distribution date. To avoid a 20% withholding, you must request a direct rollover of your 401(k) assets. Move quickly to keep your retirement funds growing tax-deferred!

Find a financial advisor near you or call 1-866-295-7912 (select the financial services option) between 7 am and 7 pm CST Monday thru Friday to decide which rollover option is best for you.

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