Lawmakers are weighing a Roth IRA rollover proposal that could quietly rewrite the rules of how Americans build and manage ...

An Individual Retirement Account (IRA) rollover occurs when funds are distributed from a retirement account and then ...

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 ...

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 ...

If you’re a parent who set up a 529 plan to save for your child’s college costs, but find that circumstances have changed and the funds are no longer needed for school, the money can be used in other ...

The best Roth IRA accounts include Fidelity, Charles Schwab, SoFi, Robinhood and Interactive Brokers. Roth IRA accounts offer a significant tax savings in exchange for investing for retirement.

Rolling over a 401(k) or other workplace retirement plan into an Individual Retirement Account (IRA) is very common when people change jobs or retire. Among other potential benefits, a rollover lets ...

With a gold IRA rollover, you can rollover funds from your existing IRA or 401 (k) into a gold IRA account. This gives you the opportunity to invest in gold and other precious metals, such as silver ...

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 ...

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 ...

Aimee Picchi is the associate managing editor for CBS MoneyWatch, where she covers business and personal finance. She previously worked at Bloomberg News and has written for national news outlets ...