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

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be tempered by evolutions in 401(k) plans and adviser practices. With the U.S. currently in ...

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 ...

It depends on the type of individual retirement plan owned and the source from which the funds in the plan originated. No rollover from a traditional or Roth IRA is permitted if the individual for ...

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

Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey, meanwhile, shows the need for care in retirement planning among ...

An owner of a traditional IRA (other than a SIMPLE IRA during the first two years of participation ( Q 3709)) may receive a distribution of any amount from it and within 60 days roll that amount, or ...

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...