The 2-Minute Rollover Readiness Assessment
Retiring or Changing Jobs? Don't Move Your Retirement Money Until You Understand Your Options.
You worked too hard and too long to build your retirement savings to make your next decision without understanding your choices. Discover what options may be available for your 401(k), 403(b), 457(b), TSP, IRA, or other retirement assets.
Retirement education designed to help you understand your choices before making an important financial decision.
Your Job May End. Your Retirement Money Doesn't.
Retiring? Changing employers? Still have money sitting in an old 401(k)?
You may have more choices than you realize.
Before making a decision, understand how your choices could affect your retirement income, taxes, investment options, fees, liquidity, beneficiaries, and long-term financial strategy.
Help Me Understand My OptionsLeave it where it is
Some plans allow you to keep assets in your former employer's plan.
Move to a new employer plan
Eligible assets may be moved into another employer-sponsored plan.
Roll into an IRA
Eligible assets may be rolled into an Individual Retirement Account.
Evaluate other strategies
Review other retirement strategies based on your goals.
Available options depend on your individual circumstances, the rules of your retirement plan, and your retirement objectives.
What Does It Mean to Roll Over Your Retirement Account?
A retirement rollover generally involves moving eligible retirement assets from one retirement account to another while maintaining their tax-advantaged retirement status when applicable requirements are followed.
A rollover is not the same as simply withdrawing or cashing out your retirement account.
For someone leaving an employer or entering retirement, understanding the difference can be extremely important.
Before You Move Your Retirement Money, Know Your Options.
Your retirement savings could represent 20, 30, or even 40 years of work. Don't make an important retirement decision without understanding your choices.
Take Triumphant Financial's 2-Minute Rollover Readiness Assessment and start the conversation with education—not pressure.
Take the Rollover AssessmentThis page is for educational purposes only. A rollover is not appropriate for everyone. Available options depend on your individual circumstances, plan provisions, retirement objectives, and other relevant considerations. No product is automatically better than leaving assets in an employer plan. No investment results are guaranteed.