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Started By
Message
Can I roll over a 401k and ESOP into a single IRA
Posted on 9/6/23 at 12:23 am
Posted on 9/6/23 at 12:23 am
Neither have a lot in the accounts but I'm moving on from my current employer. The stocks are not publicly traded as I'm sure that matters.
If it can be done...what are the limits?
TIA
If it can be done...what are the limits?
TIA
4
Posted on 9/6/23 at 5:47 am to DMAN1968
Will the 401k and ESOP funds be available at the same time.
You leaving big green EMS?
You leaving big green EMS?
Posted on 9/6/23 at 6:49 am to DMAN1968
Yes. There are no limits to a direct rollover.
Posted on 9/6/23 at 11:14 am to DMAN1968
That's fine, no issues. No limits.
However if the stocks are not public traded, your company may redeem the shares before you go, so you would just roll over the cash into an IRA.
However if the stocks are not public traded, your company may redeem the shares before you go, so you would just roll over the cash into an IRA.
Posted on 9/6/23 at 12:17 pm to DMAN1968
Some ESOPs have a redeeming schedule, but you should be able to roll those over as they're redeemed.
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