Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

A 401(k) rollover is like a retirement savings suitcase – it carries your assets from one 401(k) plan to another or to an individual retirement account (IRA). The process makes changing jobs or ...

It should be simple, but it's not. When retirement account owners move funds from one account to another, navigating the complex distribution and tax rules can quickly stimie clients and advisors ...

Plan sponsors who are allowing direct Roth rollovers from 401(k) and 403(b) plans don’t have to worry about mandatory withholding for those “distributions.” According to a notice posted by the ...

Understanding the ins and outs of 401(k) and IRA rollovers isn’t a walk in the park. The maze of tax implications surrounding these rollovers might seem intimidating to many. However, deciphering the ...