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

Helping clients decide what to do with their 401(k)s after they leave the workforce can be complicated. There are many factors to consider, from investment returns to taxation to inheritance issues ...

Explore the essentials of a 401(k) to 403(b) rollover, understanding the process, tax implications, potential pitfalls, and ...

Have you retired, lost your job, or changed to a new job? If so, what have you done with your retirement plan? Most people think there are only two choices with their retirement savings, but in ...

IRA rollovers from defined contribution plans are set to surge over the next five years, with LIMRA projecting the market will reach $1.15 trillion by 2030 – a 34% increase from this year’s estimated ...

Lack of awareness among departing employees has left $28 billion in retirement savings languishing in safe-harbor IRAs, ...

Rolling over a 401(k), IRA or similar plan can hit you with hidden fees, tax penalties, loss of investment options and other protections. If you ask 10 financial advisers how and where you should ...

Editor’s note: This is part five of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than 6,500 ...

The money in those accounts remains yours, but there may be steps you have to take to transfer the funds, as well as consider any penalties if you decide to cash them out. Retirement experts offered ...