Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping maintain ...

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).

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 ...

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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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’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 ...

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...

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 depending on your situation. You might also opt for an IRA transfer, where 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 ...

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 ...