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  1. Oregon Saves
  2. Frequently Asked Questions
  3. Saver FAQs

Can I roll over money from another plan into my OregonSaves account?

You can, but please consult with a tax expert or financial advisor before making any changes, to better understand any steps to take and restrictions that may apply. Rollovers from pre-tax retirement plans like 401(k)s and 403(b)s will be taxed to convert them from pre-tax to post-tax status for inclusion in a Roth IRA.

Articles in this section

  • Where can I find information about investments, fees, risks, and other program details?
  • Where can I find a copy of the program rules?
  • I’m not eligible for the employer-sponsored retirement plan at my job. Can I join OregonSaves?
  • What about expense ratios and fees?
  • What do I need to set up my own account?
  • I’m self-employed. Can I set up my own OregonSaves account?
  • Am I eligible for the Saver's Credit from the IRS?
  • Can I make a tax-free rollover from a 529 (college savings) account to an OregonSaves account?
  • Are there income limits to participate in OregonSaves?
  • Do other states have programs like this?
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