Knowing the rules for rolling over funds in a 401k account into an IRA can keep you from leaving money on the table. The money in a 401k account grows tax-free, and can be withdrawn once an employee ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

You just landed a new job, and with it, an opportunity to move your career forward. Now comes an important decision: what should you do with your 401(k) from your former employer? While you can choose ...

Options may include rolling it into an IRA or a new employer’s retirement plan. Cashing out your 401(k) could leave you with penalties and taxes on your distribution. Many Americans will, at some ...

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

Helping clients decide what to do with their 401(k)s after they leave the workforce can be complicated. There are many factors to consider, from investment returns to taxation to inheritance issues ...

401(k) accounts are portable. That’s good news if you change jobs or want to improve your retirement savings potential by switching to another provider with better investment choices or lower fees.

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...

What Are 401(k) Transfers? In the context of a job change, a 401(k) transfer refers to moving your retirement savings from your current employer's 401(k) plan to a new plan offered by your future ...

This article looks at 401(k) retirement plan rollover mistakes.

Gold IRA rollovers are covered in the following guide, which should help you decide if this is the correct option for you. A tax-advantaged retirement account like a regular IRA or self-directed Roth ...

When you leave a job where you had a 401(k) it's important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is another option but can result in significant ...