401K To A IRA

diamondx | Nov 17, 2015 | 140 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 | Nov 17, 2015 | 2,778 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 | Nov 18, 2015 | 51 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.

The financial institution, product, and APY (Annual Percentage Yield) data displayed on this website is gathered from various sources and may not reflect all of the offers available in your region. Although we strive to provide the most accurate data possible, we cannot guarantee its accuracy. The content displayed is for general information purposes only; always verify account details and availability with the financial institution before opening an account. Contact [email protected] to report inaccurate info or to request offers be included in this website. We are not affiliated with the financial institutions included in this website.