Roll over your old 401(k) or 403(b) to a Vanguard IRA to gain investment flexibility without losing tax benefits. Give your money a fresh start today!

Learn how to roll over your employer-sponsored plan to Vanguard. If you're rolling over pre-tax assets, you'll need a rollover IRA or a traditional IRA. If you're rolling over Roth (after-tax) assets, you'll need a Roth IRA. If you're rolling over both types of assets, you'll need two separate IRAs.

Retirement investing Completing a Rollover » Learn about initiating a direct rollover of the assets in your employer-sponsored retirement plan into a traditional IRA. You'll also get the forms you'll need. Moving Your IRA to Vanguard (IRA Asset Transfers) » Learn about transferring your traditional or Roth IRA to Vanguard, and get the forms ...

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Understand the rules for rolling over a 401(k) to an IRA with Vanguard. Learn about the benefits, steps, and key considerations for a smooth transition.

To complete a rollover to Vanguard, the first step is usually contacting the firm that currently holds your employer plan. Here are some questions you should ask them when you give them a call.

Use this form to move assets between two Vanguard accounts as a distribution, direct rollover, or indirect rollover. Refer to Section 2 for specific transactions allowable on this form. If you have open orders on any holdings you want to move, we’ll cancel those orders before moving the assets to the receiving account.

For questions on this form, please call Vanguard Participant Services at 800-523-1188. II. Rollover Amount. I understand that the rollover may include salary reduction contributions (pre-tax and/or Roth), after-tax contributions, plan loan offset payments, and/or employer contributions, and the earnings thereon.

We’ve laid out an easy-to-follow, five-step guide to help you roll over your old Vanguard 401(k): Confirm a few key details about your 401(k) plan; Decide where to move your money; Initiate your rollover with Vanguard; Get a check in the mail and deposit it into the new account; Make sure your funds are being invested properly

You may roll over the payment to either an IRA (an individual retirement account or individual retirement annuity) or an employer plan (a tax-qualified plan, section 403(b) plan, or governmental section 457(b) plan) that will accept the rollover.