Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an ...

In a world that usually encourages us to add more — more accounts, more options, more complexity — there may be value in ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

A lot of people wait until the start of a new year to move from one job to another. After all, it can be tough to make a ...

Betterment, a trusted wealth & savings platform, and Capitalize, the industry's award-winning platform for digital retirement account transfers, today announced a new partnership to help Betterment ...

While most households still prefer to roll their employer-sponsored retirement savings to an IRA, a new study finds that employer plans are becoming an attractive rollover option, particularly as ...

In 2025, workers 50 and older were allowed to make a $7,500 catch-up contribution to their 401 (k) plans. This year, though, ...

The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

Under current SECURE 2.0 regulations, employers can automatically roll over "left-behind" accounts with balances under $7,000 into Safe Harbor IRAs. These accounts are often parked in cash-equivalent ...

This article looks at 401(k) retirement plan rollover mistakes.