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

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

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.

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

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 ...

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

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional ...

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

Without a well-defined plan for spending in retirement, Americans could be facing unexpected and unnecessary stress. Allianz ...

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 ...

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

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 ...