Can I roll over my 401(k) or 403(b) to Ellevest if it has both Roth and traditional funds?

Yes! If your 401(k) or 403(b) has both Roth and traditional funds, you can roll over that account to Ellevest.

When you call your current provider, you’ll need to ask for two checks: one for the balance of your account with traditional funds and one for the balance of your account with Roth funds.

The traditional 401(k)/403(b) balance will be rolled over to your Ellevest traditional IRA, and the Roth 401(k)/403(b) balance will be rolled over to your Ellevest Roth IRA. 

We’ll walk you through the process when it’s time to reach out to your provider!