Key Points Roth IRAs offer a world of benefits over traditional retirement plans. Converting a traditional 401(k) plan to a ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

But which options should you take ... This is a two-step process: You’ll first need to roll your money from the 401(k) into an IRA, and then convert some or all of the funds in the IRA to ...

The bipartisan bill seeks to update the notice with “plain and concise language” regarding retirement plan distribution ...

And, if you roll over into a Roth IRA, you will generally have more investment options than with a Roth 401(k) as well as more flexibility when you take money out of your retirement account later.

Rolling your old 401(k) over into an IRA can give you more ... But you can — and in most cases should — roll your 401(k) over to an IRA. Depending on your plan and what you'd like to invest ...

I have an after-tax 401(k ... you roll over a Roth 401(k) directly to a Roth IRA. However, if your employer made pre-tax matching contributions, you would need to roll those funds into a ...

Taking withdrawals from an IRA before you're retired is something you should do only as a last resort ... and could possibly propel you into a higher tax bracket, costing you even more.

When performing such a combination, to ensure the rollover is a non-taxable event, the move should ... funds into a Roth IRA. This may be true if: You're near or in retirement and need your ...

Whether you should get a gold IRA depends on your retirement planning ... It applies only upon withdrawal. Yes, you can roll your 401(k) into a Gold IRA without penalty, but only if you do it ...

This doesn’t mean you should cash it out ... they may advise you to only roll a portion of your 401(k) into a Roth IRA this year and then wait until the following year to complete the conversion ...