Skip to main content

What is a Roth 401(k) rollover?

Quick Answer

A Roth 401(k) rollover transfers your Roth 401(k) balance to a Roth IRA. Common reasons: more investment options, lower fees, easier consolidation, and (historically) avoiding RMDs — though Roth 401(k)s no longer have RMDs as of 2024.

what-is-a-roth-401k-rollover
Warren Team
Updated November 26, 2025
36

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.

Get Expert Advice

Schedule your free consultation with our fiduciary advisors

Book Free Consultation