Understanding the ins and outs of 401(k) and IRA rollovers isn’t a walk in the park. The maze of tax implications surrounding these rollovers might seem intimidating to many. However, deciphering the ...

Knowing the rules for rolling over funds in a 401k account into an IRA can keep you from leaving money on the table. The money in a 401k account grows tax-free, and can be withdrawn once an employee ...

Earlier today I happened upon a really important article accenting the dangers of what often starts as an entirely innocent transaction. A site called the Street.com publishes a variety of articles ...

It is pretty common to convert a 401(k) plan to a conventional or Roth IRA. This is something you will frequently do if you want to retain all of your retirement funds in one location after leaving ...

The 401(k) plan, primarily sponsored by employers, allows employees to save and invest a piece of their paycheck before taxes are taken out. When withdrawals begin, typically in retirement, these ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, July 30th. I'm J.R. Whalen ...

Starting a new job is an exciting prospect – both for your career and your retirement plan. And taking your 401(k) with you means transferring the funds to a new account, such as another 401(k) or an ...

A new report by Capitalize, a tech platform focused on locating and transferring retirement assets, highlights numerous significant hurdles that retirement savers face when attempting to roll over ...

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 ...

401(k) accounts are portable. That’s good news if you change jobs or want to improve your retirement savings potential by switching to another provider with better investment choices or lower fees.

Betterment has joined forces with Capitalize. This collab introduces tech to make transferring old employer-sponsored retirement accounts easie.

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 ...