Anyone who's ever put together furniture or hung a picture on a wall knows the difference between a screw and a nail. While they may look alike, they have distinct purposes and applications. The same ...

Consolidate retirement savings and expand investment options with a 403(b) rollover to a 401(k). Understand mechanics, tax ...

Explore the essentials of a 401(k) to 403(b) rollover, understanding the process, tax implications, potential pitfalls, and ...

Anyone who’s ever put together furniture or hung a picture on a wall knows the difference between a screw and a nail. While they may look alike, they have distinct purposes and applications. The same ...

An IRA transfer refers to the movement of tax-deferred money that is not required to be reported to the IRS on your tax return. This typically occurs when you complete a direct trustee-to-trustee ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

A new law only lets people do one IRA-to-IRA rollover per 12-month period. What’s the reasoning behind this new rule? It eliminates the 60-day shopping window for the best CD rate. Also, to change ...

If you’ve left your job, doing an IRA rollover of the balance in your company retirement plan is usually a tax-smart move. A rollover allows you to continue to defer taxes on the amount you roll over.

Now is the time to tell clients about direct transfers from IRAs by individuals 70 and one-half or over. IRA administrators generally can't make the direct transfers to designated charities at the ...