401K To A IRA

Ally6770 | Nov 17, 2015 | 4,315 posts since 2010

I transfered mine when I retired in 2008. We had a local bank that had the highest rates

at that time and I went into a local branch and they filled out the paper for me and I signed it and they mailed it in. It was completed in less than 2 weeks.

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dave9354 | Nov 18, 2015 | 58 posts since 2010

Very simple! Your credit union should fill out the transfer paperwork and handle the entire process. I have moved a couple of plans to an individual IRA.

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