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?
- I have a Roth balance. What do I need to know before I transfer?
- Why is a direct rollover a good idea?
- Should I convert to a Roth account during my rollover?
- What is vesting, and how does it impact my transfer?
- Why did Manifest flag my company stock?
- What if the address on my retirement account is outdated?
- What if my name has changed in recent years?
- What are Trailing Contributions and How Do I Handle Them?
- What are Securities and Annuities, and How Do They Affect My Rollover?
- What is a Cash Out and What Should I Do If My Account is Cashed Out?
- What do I do after my Provider sends me my checks?
- What is an Open Loan in my Retirement Account and How Does it Impact My Rollover?
- Why Might a Provider Ask for My Spouse's Consent When Rolling Over Retirement Funds?
- Does Manifest handle my money?
- I have an IRA account, too. Should I consolidate it?
- Is there a risk that I could lose everything during the rollover?
- What tax penalties will I incur during the rollover?
- What deadlines do I need to meet?