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

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

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

Powell: There's something to do with a testing period.

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Laurie Rowley, co-founder and CEO of Icon, argued that every individual should take their 401(k) with them and outlined a ...

A gold IRA rollover is a strategic way to diversify your retirement savings by moving funds from a traditional IRA, 401(k), or other retirement accounts into a self-directed IRA backed by physical ...

The job landscape has drastically changed over the past few decades. Long gone are the days of staying with one employer for ...

So if you’re moving on from a job and want to roll the money in your 401(k) into a new plan, a Roth IRA could be a solid bet. You’re allowed to roll funds from a traditional 401(k) ...

In a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for Roth conversions takes ...

Around one in five Americans has a dormant or forgotten 401(k) plan that they left behind when they left their job, and ...

“When they walk away from it, they forget where it is,” she said. Others roll their 401(k) plan into an IRA. About $800 billion has been rolled out of 401(k) plans and into IRAs. A tiny ...