New IRS Forms Aim to Simplify 401(k) Rollovers

The IRS has introduced optional new forms designed to standardize direct rollovers and encourage electronic transfers, potentially making it easier to move retirement savings.

13 Aug, 15:03 — 13 Aug, 15:03

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forbes3d ago

Moving Your 401(k)? New IRS Forms Could Make Rollovers Easier

The optional forms aim to standardize direct rollovers, encourage electronic transfers, and take some of the paperwork out of moving retirement savings.

By Kelly Phillips Erb, Forbes Staff

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New IRS Forms Aim to Simplify 401(k) Rollovers

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Moving Your 401(k)? New IRS Forms Could Make Rollovers Easier

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