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How to roll over an external IRA to your Guideline 401(k) - [Video]
How to roll over an external IRA to your Guideline 401(k) - [Video]

Rolling over funds from an external IRA can help you consolidate your retirement savings. Here's how to move those funds to Guideline.

Updated over a week ago

If you have a traditional IRA with another financial provider, you can roll over your funds to your Guideline 401(k) account in many cases.

Watch the video below to learn when you may be eligible for an IRA rollover, how to start the process with Guideline, and where to mail the check.

If you’d like to roll over a retirement account from a previous employer to Guideline, see our video tutorial here.

When to start your rollover

You can initiate the request to rollover your fund to Guideline any time after the plan’s start date (for newly established plans) and you’ve created your account. Starting a rollover before these steps occur could result in processing delays or returned funds.

We’ll send you an email after your first contribution with the plan to let you know it’s time to rollover your funds. You can also check your employer’s plan start date on the Plan Details page of your Guideline dashboard.

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