Knowing the type of retirement plan you currently have is an important first step in rolling a plan over to an Ellevest Traditional IRA or Roth IRA.
Traditional (pre-tax) funds will need to be rolled over into a Traditional IRA, and Roth (post-tax) funds will need to be rolled over into a Roth IRA. If your plan has both Roth and traditional funds, you can roll that account over, too. For more info about how to start a mixed rollover, click here.
What plan types does Ellevest support for a Rollover?
Not sure which type of plan you have? We recommend contacting your current provider to help.
Want more info? Learn more about the Ellevest Rollover process here.