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  1. P

    Old Employer’s 401(k) won’t do direct rollovers

    @rachellee It is below the limit today. hopefully in the far future it will be a problem for you.
  2. P

    Old Employer’s 401(k) won’t do direct rollovers

    @rachellee Why would it not work out. They mail you a check, you mail or take a check to your 401k provider. This isn’t complicated.
  3. P

    Old Employer’s 401(k) won’t do direct rollovers

    @rachellee Accept the check to your personal address. You not wanting to do it isn’t going to change what empower will do.
  4. P

    Old Employer’s 401(k) won’t do direct rollovers

    @rachellee You can do the roll over but you'll pay taxes on a portion of the IRA following the pro-rata rules.
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