If you have an IRA and want to roll it over to another retirement account, there's some good news: It's entirely doable.

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 ...

Learn how to diversify with a Gold IRA. Compare rollover and transfer options, including direct and 60-day rollover methods, ...

In response to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on replacing a SIMPLE plan with a safe harbor 401(k) ...

If you have ever changed jobs or you have already started saving for retirement, you have likely encountered both Traditional IRAs and Rollover IRAs. However, these two similar-sounding accounts can ...

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 ...

There’s a new rule in place that makes 529 plans an even more attractive way to save for your child’s education. As of last year, unused funds in a 529 plan can be transferred into a Roth IRA. As a ...

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision in the SECURE Act 2.0. But the rules aren’t ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...