<topic sku="core" tNum="226270" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Record a retirement account rollover</title><category fLocale="cdn">investing</category><klink type="prcdr">How do I record a retirement account rollover?</klink></index>
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<tease>Why?</tease>
<reveal>
<p>If you have a retirement account (such as a 401(k) or 403(b) account) with one company and move to another company that offers the same type of retirement plan, you can usually roll over (or transfer) the account funds. Before you roll over your funds, be sure to consult your tax advisor.</p>
</reveal>
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<ol>
<li>Make sure the transactions in your retirement account in Money are as current as possible.</li>
<li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
<li>In the left pane, click <emph>Add an investment</emph>.</li>
<li>In the <emph>Account</emph> box, type a new account name, and then click <emph>Next</emph>.</li>
<li>When asked what type of account you want to set up, click <emph>Retirement</emph>, and then click <emph>Next</emph>.</li>
<li>Follow the instructions to create the new account.</li>
<p>Do not add any investments or account balances.</p>
<li>In the left pane, click <emph>Record a special activity</emph>, and then click <emph>Transfer an Account</emph>.</li>
<li>Follow the instructions to transfer the transactions from your old account to your new one.</li>
