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

The IRS also forces people with a traditional retirement plan to start withdrawing their money eventually. Those forced ...

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 ...

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 ...

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

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

Learn the ins and outs of 401(k) withdrawals and potential penalties before making any moves with your retirement money.

Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

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 ...

The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities ...