With a direct 401 (k) rollover, the funds never pass through your hands, and there's no risk of triggering immediate taxes.

“I’m 61 years old, single and still have a job.” ...

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 ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

You're contributing to your 401(k) and trying to save for a Roth IRA, but your paycheck only goes so far. How do you decide where each dollar should go? Even if you can't max out both ...

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

Both a HSA and a 401(k) are for tax-advantaged savings—the former for health expenses only, and the latter for retirement.

A 401(k) is a key retirement savings plan for many workers. Some rules are often missed but can help save money. These rules ...

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...

Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.