In the current volatile economy, it may not be surprising if clients want to raid their retirement savings before age 59½. It’s never a good idea, experts say, but if it’s absolutely necessary, there ...

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 ...

A rollover IRA is an account you open to receive funds from another tax-advantaged account. In other words, a rollover IRA isn’t an account you open simply by itself. Rather, it’s a destination ...

Rolling over a retirement account is relatively straightforward, but it often occurs during a challenging time. When a job change, retirement or financial hardship prompts a rollover, the distractions ...

Rolling over a $1 million 401(k) to a financial advisor might seem like a smart move — but according to personal finance expert Suze Orman, there are some serious trade-offs to consider first. In a ...