Does anyone know about in-service rollovers for 401Ks?

I wanted to know if anyone know anything about In service rollover for 401K plans and which companies offer the in service rollover.

Answer #1

Hi,

There are SOME company 401k plans that will allow what is called an “In-Service 401k rollover” of PART of your current 401k money into a Private IRA. Even while you are still working.

Many 401(k) plans allow current employees to roll their assets out of their plan while they are still employed, providing you the opportunity to move the assets into a variable annuity offering greater diversification opportunities and guaranteed benefits.

Good luck.

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