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 ...

Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart ...

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 ...

If you’ve recently left your job, one of the biggest financial decisions you’ll face is what to do with your old 401(k). Should you roll it over into an IRA, move it to your new employer’s plan, or ...

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 ...

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 ...

Many investors unknowingly make a costly mistake when rolling their money from a 401(k) plan to an individual retirement account: leaving their money in cash. Stream NBC 5 for free, 24/7, wherever you ...

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 ...

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 ...