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 ...

The recently proposed Retirement Simplicity and Clarity Act would expand in-service rollovers to include annuities. In-service rollovers currently provide active employees with the ability to move ...

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 ...

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

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 ...

Even though much of the financial world is now digitized, rolling over your 401(k) still often involves a more complicated process that can’t be done online. Many plans require you to transfer funds ...

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, ...

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 ...