Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
Memberships
Ask My Accountant
5 members • $19/m
Workflows for Tax Pros
435 members • Paid
2 contributions to Ask My Accountant
Feb 5 •
Manage my 401k
Hello, I am wondering how to manage my 401k. Do I roll it over now, into my existing retirement account, before I file? Or after?
2 likes • Jul 16
I've done many 401K rollovers myself and have never caused a taxable event. Many financial institutions will help clients do a direct rollover to another 401k provider. This is what I've generally done in the past when I consolidate my accounts from different employers.
Dec '24 •
WELCOME TO ASK MY ACCOUNTANT!
Welcome to the community! This is where you can ask your tax questions, and learn more about how to save on your taxes! Listen to this quick video to learn more about how to get the most from your membership!
2 likes • Jul 16
Happy to be here!
1-2 of 2
Active 15d ago
Joined Jul 15, 2025
Puget Sound
Powered by