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

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart depending on your situation. You might also opt for an IRA transfer, where you ...

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 The money in a 401k account grows tax-free, and can be withdrawn once an employee ...

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Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

Several million Americans will retire over the next few years. Several million more could change jobs. And several million beyond that could lose their employment when the next recession hits. If your ...

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 ...

Q: When my husband accepted a position in another state eight years ago, I was 50 years old and eligible to retire at the university where I was working. I had my employer retirement account money ...