Should I Rollover my Dormant 401(k)?

401(k)s and IRAs have many unique features that may be meaningful to you depending on your situation. The decision involves a discussion that is about more than just fees and investment selection.

To help make this easier, we have made the “Should I Rollover My Dormant 401(k)?” flowchart available. It addresses some of the most common issues that should be considered before doing a rollover:

Common IRA and 401(k) features and differences
Issues involving Net Unrealized Appreciation
Distribution options based on your age
Taxes and penalties in an IRA vs 401(k)
Impact of a loan in a 401(k) if a rollover occurs
Hardship Withdrawal
Systematic income

Updated for 2020 (including The SECURE ACT)

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