We won’t charge you any additional fees for rolling your 401(k) or 403(b) to an IRA at Ellevest Digital/Premium, and there are no tax consequences associated with a direct rollover. However, you may incur fees from your current provider for closing your account, so we recommend discussing potential fees with your current provider.
Articles in this section
- What instructions do I need to call my 401(k)/403(b) provider?
- How does the ACATS transfer work for IRAs?
- What are the benefits of an ACATS Transfer?
- How much can I contribute to my IRA?
- What if my current IRA provider doesn’t support electronic transfers?
- Can I make deposits to my Ellevest IRA while the transfer is in process?
- How do I add a beneficiary for my Ellevest Digital or Premium IRA account?
- What if my current IRA provider isn’t listed?
- What happens if I entered the wrong information for my IRA transfer?
- If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?