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: ...

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 ...

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 ...

Do you have the money directly transferred to you, or do you use that money for a short period without penalty (if you follow ...

A new law only lets people do one IRA-to-IRA rollover per 12-month period. What’s the reasoning behind this new rule? It eliminates the 60-day shopping window for the best CD rate. Also, to change ...

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...

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 ...

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 ...