Common Rollover Questions
Learn about open loans, account types, tax implications and common transfer questions
- What is the Manifest rollover process?
- I want to rollover to an IRA. What accounts do I need to open?
- How should I handle an open loan during my rollover?
- I have a Roth balance. What do I need to know before I transfer?
- What if I have an annuity in my 401(k)?
- Why is a direct rollover a good idea?
- Should I convert to a Roth account during my rollover?
- Why did my old provider transfer my account? For balances less than $5K
- What is vesting, and how does it impact my transfer?
- Why did Manifest flag my company stock?