US EditionCan I transfer or roll over to my new Individual 401(k) at Schwab?
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Can I transfer or roll over to my new Individual 401(k) at Schwab?
Can I transfer or roll over to my new Individual 401(k) at Schwab? Yes, once your Individual 401(k) and/or Roth Individual 401(k) is established at Schwab, you can transfer an existing Individual 401(k) to Schwab from another firm.- For a like-titled transfer, complete the TOA form .: If you have both an Individual 401(k) and a Roth Individual 401(k), you will need to submit one form for each account.- If considering a rollover from a retirement…
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