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The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
Directed IRA Podcast
Options for In-Service Rollover of 401k Funds
Self-directing a current employer 401k can be challenging due to restrictions. However, there are options like in-service rollovers for employees who have been with the company for a certain period, are above a specific age, or are fully vested. In-service rollovers can be done at retirement plan age or for vested employer contributions. Employees can also potentially move old employer 401k funds into their current plan. It's important to check with the 401k provider or HR department for in-service rollover options. Trying to quit and rejoin the company to access 401k funds is risky and not recommended.
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