One overlooked line on your 401(k) rollover form could decide whether decades of growth get taxed or not. Miss it, and a ...

Rolling over a 401(k) into a gold or silver IRA allows for diversifying retirement savings with physical precious metals. Eligibility for a rollover depends on your employer's plan rules, especially ...

A 401(k) rollover generates a 1099-R showing the full balance as a distribution, and thousands of retirees report it in a way ...

A 457(b) plan, typically available to state and local public employees and certain non-profit employees, is a type of deferred-compensation retirement plan. The term "rollover" denotes the transfer of ...

Quick ReadAfter-tax 401(k) contributions rolled into a traditional IRA get taxed again unless you file Form 8606 to record your nondeductible basis.IRS guidance lets retirees split a rollover, sending ...

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”). In addition, federal income tax ...

A retirement plan participant asked to have her 401(k) assets rolled over to her traditional IRA, which would have made the rollover nontaxable. Instead, the IRA custodian deposited the amount into ...

A newly retired 64-year-old requests a simple IRA rollover and opens his mailbox to a check that falls well short of what he ...

Saving for retirement and taking money out require different decisions. Make the wrong one, and it could mean less money down the road or a very unwelcome tax bill. I don’t know about you, but those ...

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 ...