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401(k) RolloversInvestments and services offered through Morgan Stanley Smith Barney LLC, and accounts carried by Morgan Stanley & Co. Incorporated; members SIPC. 2009 Morgan Stanley Smith BarneyGP0804360PN12/08
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What is 401k rollovers?
401k rollovers refer to the process of transferring funds from one retirement account to another without incurring tax penalties.
Who is required to file 401k rollovers?
Individuals who are changing jobs or retiring and want to move their retirement savings from one account to another are required to file 401k rollovers.
How to fill out 401k rollovers?
To fill out 401k rollovers, individuals must contact their current retirement account provider and the new retirement account provider to initiate the transfer process.
What is the purpose of 401k rollovers?
The purpose of 401k rollovers is to allow individuals to consolidate their retirement savings into one account and avoid tax penalties.
What information must be reported on 401k rollovers?
Information such as account numbers, account holders' names, and the amount being transferred must be reported on 401k rollovers.
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