Updated 2026-03-20

Step-by-Step 401(k) to Brokerage IRA Rollover

How to roll over your 401(k) to an IRA at Fidelity, Schwab, Vanguard, or Robinhood. Direct vs indirect rollover guide.

What You Will Learn

This guide covers everything you need to know about step-by-step 401(k) to brokerage ira rollover. We break down the rules, compare your options, and provide tools to help you make informed decisions about your retirement savings.

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Pavlo Pyskunov

Managing Director & Investment Fund Director

Pavlo Pyskunov analyzes employer-sponsored retirement plans using IRS publications and DOL Form 5500 filings, helping workers maximize their 401(k) savings through data-driven guidance.

Last updated: 2026-03-20

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