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401K To A IRA

diamondx
diamondx   |     |   116 posts since 2011

How difficult is it --or will they make it - for me to transfer /rollover my 401k to a credit union ira ?

I am currently not employed with my 401k plan employer.



Answers
Ally6770
Ally6770   |     |   2,625 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. 
dave9354
dave9354   |     |   41 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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