Rolling over your retirement plan assets

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Watch this video to learn the three simple steps involved in the rollover process - as well as which type of Fidelity IRA is right for you. With a Fidelity IRA, you can choose from a broad offering, including Fidelity and non-Fidelity mutual funds, Stocks, Bonds and U.S. Treasuries, FDIC-insured CDs, Annuities, and ETFs. We can help you every step of the way.

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Next steps to consider

Rollover your old 401K

Continue to invest in your retirement by rolling over your old 401K into a Rollover IRA.

Rollover Checklist: Three Steps to Roll Over Your 401(k)

We can help you every step of the way as you move your money from an old 401(k) to a Fidelity IRA.

Learn more about IRS rules for rollovers

The IRS clarified the rules on rolling over after-tax money from a 401(k) to a Roth IRA.