Rollover basics | Capitalize Help Center

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Rollover basics

Rollover basics

What is a "rollover"?

What's the benefit of rolling over?

Do I have to roll over when I leave my job?

Does a rollover into an IRA count against my annual contribution limits?

Can I roll over a portion of my 401(k)?

Can I transfer my old 401(k) account to a new 401(k) account?

Can I roll over multiple 401(k)s?

Does it cost anything to do a rollover?

Can I roll over a 403(b)?

What happens to my investments when I do a rollover?

Tax considerations

Will I have to pay taxes or penalties for rolling over my 401(k) account?

I have a Roth IRA — can I move my 401(k) into that?

Can I roll a Roth 401(k) into an IRA

Can I do a Roth conversion?