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 ...

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 ...

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 ...

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 ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

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 Connecticut News for free, 24/7, ...

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 ...

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 ...

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 ...