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

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

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

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

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

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 retirement plan consolidation and how it can simplify your retirement planning, potentially reduce fees, and ...

The Saver’s Match puts dollars into your retirement account. This initiative encourages workers to “roll over” retirement savings into an IRA if they leave a job, whereupon the money can ...

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

Changing jobs and deciding what to do with the money in your current 401(k) plan can feel tricky. Your current employer may ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

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 ...