Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart ...

On Friday, the IRS issued guidance on how plan participants can make rollovers from a 401(k) or 403(b) plan to a designated Roth account in the same plan (Notice 2010-84). Such in-plan Roth rollovers ...

An IRA (individual retirement account) rollover is a transfer of funds from one retirement account to a traditional or Roth IRA. The rollover is used to move assets from a 401(k) or similar retirement ...

When it comes to managing your retirement savings, an indirect rollover is one of the tools available to you. This financial transaction involves you – the account holder – personally receiving and ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am a financial planner and subject matter expert in college savings. My 15-year old son told me he knew how to drive. “It’s not ...

According to a 2024 research report, $595 billion was rolled over from employer plans to traditional IRAs in 2020. That report also stated that 62% of US households—or 25 million—with IRAs rolled over ...

If you’re considering changing jobs or starting a business, make sure you don’t throw away any retirement funds you’ve built up. Whether you have worked at the same place for decades or are making a ...

A 401(K) rollover doesn't have to stressfull. Here are ten 401(k) Rollover mistakes you need to avoid. Mistakes when rolling over your old 401(k) can be quite costly and annoying. Sadly, these ...

A rollover is the process of keeping a position open beyond its expiry. The term is commonly used in forex, where it is used to explain the possible interest that may be earned or incurred for holding ...