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 ...

The 401(k) plan, primarily sponsored by employers, allows employees to save and invest a piece of their paycheck before taxes are taken out. When withdrawals begin, typically in retirement, these ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

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 rules to watch in 2026.

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

How much tax you owe on an individual retirement account (IRA) withdrawal depends on your age, the type of IRA, and other ...