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.

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

Forgetting to take your first RMD by April 1 in the year after you turn 73 can result in a significant tax penalty. “If you skip an RMD, the penalty can be steep: a 25% excise tax on the amount you ...

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

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

It often pays to take advantage of a 401(k) plan when an employer offers one — especially if there’s a match involved. But ...

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

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 ...

Among IRA-owning households, the median balance was $87,000, and the average balance was $309,130. Rollovers from employer-sponsored retirement plans funded the vast majority of inflows to traditional ...