retiring in early May. How long should I wait to rollover to existing IRA? Main consideration is vesting calculations taking place, etc
Vesting is driven by your termination (by retirement) date, not when you take the funds out. I would wait at least a month, or until you confirm that the last payroll contributions have been made, before rolling the funds out. If the employer makes non-match contributions like profit sharing or other discretionary contributions, you might want to wait a year or so, so you only go through the process once.90 bull said:
retiring in early May. How long should I wait to rollover to existing IRA? Main consideration is vesting calculations taking place, etc