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 ...

If you have left a job or are near a job shift, you must roll your 401(k) into an IRA. With this smart move, you can cut fees, gain more fund options, and keep all your cash in one spot. No doubt, the ...

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 ...

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

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

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

This article provides information for educational purposes. NerdWallet does not offer advisory or brokerage services, nor does it recommend specific investments, including stocks, securities or ...

Betterment has joined forces with Capitalize. This collab introduces tech to make transferring old employer-sponsored ...