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How Do I Roll Over? Use our Rollover Planner to create a customized worksheet that will guide you through all the steps. |
Why Roll Over? Whether you’re changing jobs or retiring, it’s important that you make the right decision regarding your old 401(k). |
Why T. Rowe Price? We make every aspect of rolling over as simple as possible and offer over 70 no-load mutual funds appropriate for retirement investing. |
- Rollover IRA Distribution Calculator
Use this tool to compare the tax and long-
term growth implications of taking a distribution versus rolling over.
- Company Stock Tool
Compare the tax consequences of rolling over versus taking a distribution.
Rollover Investment Options
- SmartChoice RolloverSM IRA
Want an easy way to select the right
retirement date fund? A SmartChoice
RolloverSM IRA simplifies the process.
- T. Rowe Price 5- and 4-Star Rated Funds
View all highly rated funds to find the fund or funds that are right for your retirement.
- Money Market Funds1
Invest in a stable money market fund and make your fund selection at a later time.
1Note that an investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund. Notwithstanding the preceding statements, the T. Rowe Price money market funds are participating in the U.S. Treasury’s Temporary Guarantee Program for Money Market Funds. The Program generally does not guarantee any new investments in the funds made after September 19, 2008. The Program is scheduled to expire on September 18, 2009. The U.S. Treasury Money Fund’s participation in the Program expired on April 30, 2009. For more information about the Program’s scope and limitations, please see each fund’s most recent prospectus.
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