Wyo., and Michael Bennet, D-Colo., both members of the Senate Finance Committee, introduced the Retirement Rollover Flexibility Act.

Reps. Darin LaHood (R-Ill) and Linda Sanchez (D-Calif.), along with Sens. John Barrasso (R-Wyo.) and Michael Bennet (D-Colo.), on Thursday reintroduced legislation to allow retirement savers to roll ...

Discover rules for Rollover IRA withdrawals, the impact of early distributions, tax implications, and strategies to optimize ...

If you have left a job or are near a job shift, you must roll your 401(k) into an IRA. With this smart move, you can cut fees ...

When you leave a job, it is usually a smart move to take your 401(k) with you. That does not mean cashing it out, since doing ...

One common swap that people make is converting their traditional IRA to a Roth IRA. With this move, retirees can skip paying ...

Which is the best way to handle an individual retirement account (IRA)? Let it sit and earn money, then pay taxes on the ...

When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets ...

If you're considering a 2025 Roth IRA conversion, now's the time to act. There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are ...

Many investors within five years or so of retirement have the bulk of their savings in traditional tax-deferred 401(k)s and individual retirement accounts, instead of the after-tax Roth versions of ...

A strong market is boosting Americans' nest eggs: Average 401 (k), IRA and 403 (b) account balances hit record highs in the third quarter, according to Fidelity's latest data. Year over year, 401 (k) ...

More than 9,200 Fidelity 401 (k) plans have adopted Auto Portability since 2022 ...