Switching jobs or preparing for retirement often means deciding what to do with your retirement accounts, and the rules can feel overwhelming. This IRS Rollover Chart makes it easier by showing which accounts can be rolled into others and under what conditions.
By using this guide, you can quickly see your options and avoid costly mistakes that could trigger unexpected taxes or penalties. It’s a practical tool to help you feel more confident as you make important decisions about your retirement savings. Download below or visit IRS.gov’s Rollover Chart.