Retirement
How do I roll over a 401(k) while still employed?
Quick Answer
To roll over a 401(k) while still working: confirm the plan allows in-service rollovers, open a rollover IRA, request a direct trustee-to-trustee transfer (no 60-day rule, no withholding), and reinvest. Typically requires age 59½.
Warren Team
Updated April 26, 2026
37
Warren Team
Updated April 26, 2026
37
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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