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Should I Roll Over My Dormant Traditional 401(k)?
Should I Roll Over My Dormant Traditional 401(k)?

A helpful flowchart to help you decide if rolling over your dormant 401(k) is the right choice

Cam Garriepy avatar
Written by Cam Garriepy
Updated over a year ago

Use this flowchart to help you decide if rolling over your dormant 401(k) is the right choice. Click the link at the bottom of the page to view and download the full checklist.

SAVVI Financial LLC (‘SAVVI’) is not a accounting firm, nor does it provide accounting or tax advice. This checklist is not and cannot be considered as tax or accounting advice. Please contact your tax advisor or accountant for more information.

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Should-I-Roll-Over-My-Dormant-Traditional-401k-2024.pdf
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