Rollover IRA


A rollover is the process of moving your retirement savings and assets from one retirement plan to another retirement plan. The contribution to the second retirement plan is called a “rollover contribution.”

A 401(k) rollover from a previous employer’s plan could be beneficial if you are changing employers, retiring or already enjoying retirement. Rolling over to an IRA usually allows you to keep your savings tax-deferred, avoids early withdrawal penalties and typically gives you a broader choice of investments.

To consolidate all of your IRAs into one convenient account, open an eOption Rollover IRA.

    • Contact your former employer(s) for their rollover requirements
    • Notify your former plan of your eOption account number and transfer instructions

You may download account forms or request an account kit by calling 1-888-793-5333.

You may be subject to fees or other limitations with respect to a rollover transaction or account consolidation.

eOption does not provide tax advice and you should seek the advice of a tax-planning professional with regard to your personal circumstances and fully understand how an investment may affect your tax liability.