A rollover 401k simply means moving money between retirement accounts -- like from a 401(k) into an IRA, or even rolling an IRA into a 401(k). Here's more: ...

It is possible to move the funds you have saved in your retirement plan to a new IRA without any tax implications by getting in touch with your financial institution and asking for a ...

If you choose to move some or all of your traditional IRA assets from one institution to another, there are two ways to bring about that transaction. The preferred method (and now truer than ever) has ...

An IRA transfer refers to the movement of tax-deferred money that is not required to be reported to the IRS on your tax return. This typically occurs when you complete a direct trustee-to-trustee ...

It is pretty common to convert a 401(k) plan to a conventional or Roth IRA. This is something you will frequently do if you want to retain all of your retirement funds in one location after leaving ...

When a relationship fades a time may come for making a change, and it’s not rare for retirement investors to find themselves looking for a more compatible providers. A move may make sense if the 401(k ...

You can transfer your retirement plan savings directly to a new individual retirement account (IRA) by contacting your financial institution and requesting a trustee-to-trustee transfer. This action ...

In Private Letter Ruling 201943020 (released Oct. 25, 2019), the Internal Revenue Service considered the tax implications of a trustee-to-trustee transfer between individual retirement accounts in ...

Individuals open IRAs on their own—unlike employer-run 401(k)s. Traditional IRAs use deductible pretax income, and taxed only when you withdraw at 59½.

Qualified donors can use their Individual Retirement Account (IRA) to make an outright gift to Boston College and avoid income tax from the IRS on the distribution. In order for the IRA transfer to ...