Key Points Rolling a traditional 401(k) into a Roth IRA triggers immediate taxes on the full conversion amount. Roth IRAs ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

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 ...

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

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover — especially into an IRA ...

(NewsNation) — Workers leaving a job often juggle a number of loose ends, and the most pressing of those is their employer-sponsored 401(k) accounts. Many people opt to roll their accounts into an ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

What should you do with your 401k after you retire? Why is it important to make that decision before you reach retirement? On ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

Like rollovers from traditional accounts under employer plans, rollovers from Roth 401(k)s must include only eligible amounts. Amounts not eligible for rollover include: Hardship withdrawals.

On this episode of Retirement Report, host Hank Parrott discusses some of the things to think about when planning for and ...