Alternatives to rolling over a 401(k) to a Roth IRA. Converting from a 401(k) to a Roth IRA isn’t the only option for shaking up your retirement savings. Leave funds in a former employer’s plan.

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 ...

If you are retiring or changing jobs with a larger account balance, a rollover IRA may be the best choice for some ...

Rolling over a Roth 401(k) to a Roth IRA enables you to retain the tax benefit these accounts provide, which is the ability to withdraw money tax-free as a retiree as long as you've followed ...

To rollover a 401k to Roth IRA you’ll need to select an IRA, open an IRA account, and invest the funds. Learn more about the steps to rollover your 401k.

Rolling over your 401(k) to a new Roth IRA is not a good choice if you anticipate having to withdraw money in the near future—more specifically, within five years of opening the new account.

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...

Whether you're transferring money from a traditional or Roth IRA, 401(k), 403(b), 457(b), or another account type, learn how here. Get the tax information you need.

In the past, retirement savers weren't able to make a rollover directly from a 401(k) plan to a Roth IRA. Prior to the passage of the Pension Protection Act of 2006, savers had to roll over their ...

The two primary options are rolling over to a new employer’s 401(k) or converting to an Individual Retirement Account (IRA), with a Roth IRA being a particularly compelling choice for some. The ...

Unlike a traditional 401(k) or IRA, where withdrawals are taxed as ordinary income, Roth IRAs provide tax-free withdrawals in retirement, provided you meet the five-year rule and are over 59½.