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 ...

The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...

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 ...

Retirement might seem like a distant event, but life moves fast. So, investing money for retirement as early as possible—like ...

If you have an old 401(k) at work, you might decide to roll it over to an individual retirement account (IRA). But does 401(k) rollover count as IRA contribution? The good news is that rolling money ...

A major part of retirement planning is choosing which type(s) of retirement accounts you want to use to hold your savings and ...

A 401 (k) to Gold IRA rollover is a legitimate and IRS-compliant strategy for individuals seeking to protect their retirement savings with physical assets. It provides an opportunity to diversify ...

Compare dealers to match your investment goals. With recent high inflation and a bumpy ride in the stock market, many investors are looking to alternative investments. One of the most popular right ...

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 ...

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 ...

One of the best things about changing your 401(k) to a gold IRA is that it gives your retirement savings more variety. Most 401(k) plans offer a range of investments, such as stocks, bonds, and mutual ...