TOOLS

401k Rollover Comparison

Compare your options for an old employer retirement plan — rollover to an IRA, stay in the old plan, move to a new employer plan, or cash out — and see the long-term impact of each choice.

Your Information

Old Plan Balance ($)

Current Age

Target Retirement Age

Expected Annual Return (%)

Old Plan Expense Ratio (%)

IRA Expense Ratio (%) — leave blank to exclude this option

New Employer Plan Expense Ratio (%) — leave blank to exclude this option

Marginal Tax Bracket (for cash-out scenario)

Results

Enter your information to compare rollover options side by side at retirement. Leave an expense ratio blank to exclude that option.

Cash-out calculation assumes a 10% early withdrawal penalty (waived after age 59½) plus income tax. This tool is for educational purposes only and does not constitute financial or tax advice.

401k Rollover Comparison

Your Information

Results

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