You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...

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 ...

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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 ...

If you’re a parent who set up a 529 plan to save for your child’s college costs, but find that circumstances have changed and the funds are no longer needed for school, the money can be used in other ...

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar accounts under legislation recently introduced in the House of ...

It is pretty common to convert a 401(k) plan to a conventional or Roth IRA. This is something you will frequently do if you want to retain all of your retirement funds in one location after leaving ...

Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo. Question: I am a registered investment adviser who provides advisory services ...

If you’ve left your job, doing an IRA rollover of the balance in your company retirement plan is usually a tax-smart move. A rollover allows you to continue to defer taxes on the amount you roll over.

For government employees who are at or near retirement, the decision to keep assets in the Thrift Savings Plan versus rolling them into an IRA is not necessarily an easy one to make. The most common ...

In 2015 we have been looking at retirement plan issues for various life stages. In this article: a checklist for those who have decided to do a rollover from a company plan to an IRA. Caution: If your ...