Broadcast Retirement Network's Jeffrey Snyder discusses the factors individuals need to consider before rolling over their retirement accounts (401k, 403b, 457b) to an IRA with Convergent Retirement ...

Rollover is a term frequently used in the world of retirement savings, representing the process of moving funds from one retirement account to another. When contemplating retirement plans, ...

The IRS recently issued final guidance on a significant SECURE 2.0 provision that changes how older, high-income employees contribute to their retirement plans. Starting in 2026, employees aged 50 and ...

The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s. Lawmakers in both ...

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar accounts under legislation recently introduced in the House of ...