<<My wife recently changed jobs and is being forced to rollover her money she had in a 401(k) plan.>>You're never forced to make a rollover. First of all, you can't be forced to take a distribution before retirement age if your account balance is more than $5,000. And second, even if you're forced to take a distribution because the amount is $5,000 or less, you aren't required to roll it over, although that's likely to be a good choice.My web site has a page on how to set up a Roth IRA, and much of the information there is relevant to setting up a regular IRA to receive a rollover:http://www.fairmark.com/rothira/howto.htmKaye Thomas, authorFairmark Press Tax Guide for Investorshttp://www.fairmark.comIncludes a new guide to estimated tax
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