Avoiding unexpected and burdensome tax consequences is of interest to just about everyone! Moving assets from a 401(k) to an IRA rollover is typically a complex process with tight deadlines and intensive restrictions. You have 2 options: 1) The simplest way is a trustee-trustee transfer which moves the money without you ever having to touch it, it goes directly from one account to the next. Simple. 2) The account holder can have the money sent directly to them in check form.

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