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

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

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 ...

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Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...

Under transition relief, the Bobrow aggregation rule disregards certain distributions occurring in 2014. The IRS clarified how the recently announced change in how it interprets the statutory ...

Aging 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind. And so it is with your old ...

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