Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...
Moving your retirement savings around can feel intimidating, but it doesn’t have to be. A rollover 401(k) lets you transfer money between accounts — like rolling over a 401(k) into an IRA or, in some ...
Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).
Many Americans are unintentionally leaving pieces of their retirement savings behind when they change jobs. Small 401k balances belonging to former employees are increasingly being shifted into “safe ...