Open a WellsTrade® Rollover IRA

Before you can move your savings from your 401(k), you need to open your Individual Retirement Account (IRA) so the plan administrator knows where to send your money.

Traditional IRAs are used to roll over balances from 401(k)s, 403(b)s, or 457 plans.

Roth IRAs are used to roll over balances from Roth 401(k)s, Roth 403(b)s, or Roth 457 plans. A Roth IRA would also be used if you want to convert all or a portion of your 401(k).

Open a Roth IRA

Ready to invest? Open a Traditional IRA
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When you convert pretax assets from a 401(k) to a Roth IRA, you include the amount converted as ordinary income when filing your taxes. This means you may owe taxes on the converted amount.