There's an easy solution that won't land you in hot water with the IRS.

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

This article looks at 401(k) retirement plan rollover mistakes.

If you have a workplace 401(k) and you leave your job, there are different things you can do with the money in your retirement plan. Finance expert Dave Ramsey recommends one particular option above ...

Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

New findings from Pontera reveal that 59% of advisers made the decision not to roll over their clients’ 401(k) into an IRA or other account in 2022, due to better benefits offered by the existing ...

If you're happy with your old employer's 401(k) plan, there's no immediate hurry to switch. You know the pro-rata rule and want to keep your 401(k) money separate. You don't want the administrative ...

401(k) rollovers are a major stumbling block for retirement savings. Whether workers forget to transfer their savings or actively cash them out, botched rollovers cost Americans billions of dollars ...

When it comes to retirement and taxes, things can get tricky.

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...