Powell: There's something to do with a testing period.

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

Laurie Rowley, co-founder and CEO of Icon, argued that every individual should take their 401(k) with them and outlined a ...

The best 401(k) rollover bonus aligns with your retirement ... and fees is set forth in SoFi Wealth's current Form ADV Part 2 (Brochure), a copy of which is available upon request and at ...

The banking giant has been hit with a class action lawsuit, alleging it used retirement plan contributions from departing ...

Generally, you should only make 401(k) withdrawals as you enter retirement, but there are certain situations in which you may do so earlier in life. Generally, withdrawing money from a 401(k) can take ...

The wisest path forward is typically to consolidate your old 401(k) into another qualified retirement plan. But what if you can't locate your old 401(k)? Did you forget which company was managing your ...

depending on where you hold your retirement accounts: With a 60-day indirect rollover, you receive a distribution in the form of a check paid directly to you from your traditional IRA. You then ...

U.S. Department of Labor. "Form 5500 Series." Internal Revenue Service. "Rollover Chart." Internal Revenue Service. "Rollovers of Retirement Plan and IRA Distributions." Internal Revenue Service.

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

Gold IRAs let you invest in physical gold such as gold bars or coins and enjoy the retirement and tax benefits of an IRA. A ...

Any rollover-eligible portion of a distribution ... Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides consulting on the tax laws and operational requirements ...