Roll over or transfer your account to a ShareBuilder Roth IRA

Want to move your assets to a Roth IRA? Instructions for the common account types are listed below. For most, you'll need to check with your plan administrator, but feel free to call us at 877-464-0292 if you have questions.

Retirement Accounts and Rollover or Transfer Instructions
Account type Rollover or transfer instructions
401(k) Check with your plan administrator to confirm that this is allowed and then contact a ShareBuilder Retirement Specialist.
Traditional IRA You cannot roll over or transfer assets between a Roth IRA and a Traditional IRA.
403(b) Check with your plan administrator to confirm that this is allowed and then contact a ShareBuilder Retirement Specialist.
457(b) Check with your plan administrator to confirm that this is allowed and then contact a ShareBuilder Retirement Specialist.
Thrift Savings Plan (TSP) Check with your plan administrator to confirm that this is allowed and then contact a ShareBuilder Retirement Specialist.
Other account type Contact a ShareBuilder Retirement Specialist for information.