by Donn J. Sinclair, MBA May 14, 2022
Your retirement plans should be both tax-favored retirement assets which should be portable. You may normally easily move these assets to your new company retirement plan or Traditional IRA Rollover. You should be able to do a direct transfer from one trustee to another; a direct or indirect IRA Rollover; or transfers incident to a divorce. You may also want to consider how you may even be able to move these retirement plan assets to your Roth IRA.