Rollovers & Withdrawals
- Repaying Your Loan While Employed
- Withdrawing Money in Retirement
- Taxation of Distributions and Withdrawals - Chart
- In's and Out's of a 401k Rollover to Vestwell
- Direct Rollover vs. Indirect Rollover
- How to Request a Rollover Into My Vestwell Account
- Why Vestwell Needs Incoming Rollover & Distribution Forms
- Rollovers – Contacting the Account Provider from Your Former Employer
- How Do I Request a Rollover Into my Vestwell Account From a SIMPLE IRA
- Rollover Request Form FAQ
- How to Request a Rollover Out of Your Vestwell Account
- How to Request a 401(k) Withdrawal (a.k.a. Distribution)
- You've Just Withdrawn Money From Your Account. What's Next?
- How to Request a Loan from Your 401(k)
- Loan Repayment upon Termination