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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.
- How Do I Roll Over? Use our Rollover Planner.
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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.
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