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

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The rollover has been the most frequent IRA transaction, and rollover ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But making a substantial move, like rolling over your 401(k) to an ...

The Roth IRA, with its tax-free growth and withdrawals, has empowered countless individuals to build wealth for retirement, offering flexibility and no required minimum distributions. However, it’s ...

While advisors were slightly more active in advising on retirement rollovers, they were left out of most of an estimated $1 ...

NEW YORK--(BUSINESS WIRE)--Capitalize, the first platform to digitally locate and transfer retirement assets, today announced the release of a new white paper: "Stuck In The Past: Why 401(k) Rollovers ...

Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...

We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. Suze Orman was as candid as ever when ...

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 ...