Keep your investments rolling with a 401(k) rollover

An IRA rollover could be right for you if you’re changing jobs, retiring soon or already enjoying retirement. Roll over your old qualified retirement plan 401(k)s into one convenient TD AMERITRADE Easy IRA. When you do, you’ll get more choices and more control to pursue financial independence. The TD AMERITRADE Easy IRA enables you to defer paying taxes until you make withdrawals during retirement. 401(k) rollovers also let you consolidate your retirement accounts in one place to help you better manage your assets.


IRA Rollover Basics

Find answers to basic questions like, “What is a rollover?” and “Why should I roll over?” You’ll also learn how opening a TD AMERITRADE Easy IRA may be a great way to enjoy more ease and convenience when it comes to managing your financial future.
More about IRA rollovers.


Retirement Planning Articles

Learn more about the specifics of IRA rollovers—the different types available, contribution and distribution rules, consolidation of assets, what to do in the event of a layoff, as well as tax implications with these in-depth, informative articles.
Read the retirement planning articles.


Tools and 401(k) Rollover Calculator

Plan your IRA rollover strategy with a financial calculator that helps you understand your rollover choices. Try the 401(k) rollover calculator.


Retirement Planning Seminars

These self-paced online seminars feature tools and information that explain your rollover choices, their tax implications and how they affect your retirement savings. More about retirement planning seminars.


Investment Consultants

Visit one of the TD AMERITRADE nationwide branches to speak directly with an investment consultant who can help guide you to the products and services that suit your needs. Locate the TD AMERITRADE branch nearest you to set up an appointment.


Glossary of Financial Planning Terms

View the financial planning terms.