The challenge grows if you’re retired or nearing retirement. You may have accumulated a large nest egg, and advisers may ...

Learn about 457(b) payout penalties. Rolled-over funds or other plan types can trigger fees. Avoid the 10% early withdrawal ...

IRA rollovers keep retirement savings tax-deferred and can help you consolidate previous accounts. Use a direct rollover to avoid complicated tax withholdings and ensure full transfer. Key ...

The 401 (k) and its personal savings counterpart, the Individual Retirement Account, emerged in the 1970s as tools for ...

Navigate the intricacies of Traditional IRA rollovers, understand tax implications, avoid penalties, and optimize your ...

Jamie Grill / Getty Images An indirect rollover is a transfer of funds from a tax-deferred retirement account to an investor, who deposits the funds into another tax-deferred retirement account.

How Does a Roth 401(k) Rollover Work? You can contact your retirement plan manager and request a rollover. They should give ou a few options for how you want it to work, such as cutting a check ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

With the best rollover IRA options, you can continue growing your retirement savings in a tax-advantaged retirement plan while avoiding tax penalties. Here are the best ways to initiate a 401(k ...

ICI’s research shows that individual retirement accounts are a significant component of U.S. households’ retirement planning.

The best 401(k) rollover bonus aligns with your retirement goals, budget, and resources. When investing in the best 401(k) rollovers, get the most out of your retirement savings plan with a ...

is increasing its scrutiny of advisers' rollover recommendations, especially those targeting retirees and seniors. When rolling over their retirement savings, older investors might unknowingly ...