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

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 ...

When it comes to retirement and taxes, things can get tricky.

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

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 IRA, or moving it to a new employer’s 401(k).

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 ...

Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

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

Notice 2026-13 provides safe harbor explanations that may be used by plan administrators for explaining eligible rollover ...

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

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 ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...