Be Wary of Advice to Do an IRA Rollover

Take these four steps to ensure an IRA rollover is the right move for you.

If you have a 401(k) from a previous job, you've likely been urged to "take control of your retirement savings." The upshot of this ubiquitous Wall Street marketing message: To keep retirement savings on track, you should roll 401(k)s from former employers into a shiny new IRA.

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Eleanor Laise
Senior Editor, Kiplinger's Retirement Report
Laise covers retirement issues ranging from income investing and pension plans to long-term care and estate planning. She joined Kiplinger in 2011 from the Wall Street Journal, where as a staff reporter she covered mutual funds, retirement plans and other personal finance topics. Laise was previously a senior writer at SmartMoney magazine. She started her journalism career at Bloomberg Personal Finance magazine and holds a BA in English from Columbia University.