There's an easy solution that won't land you in hot water with the IRS.

Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

Knowing the rules for rolling over funds in a 401k account into an IRA can keep you from leaving money on the table. The money in a 401k account grows tax-free, and can be withdrawn once an employee ...

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It's important to know what to do with the money you've saved.

When you leave a job where you had a 401(k) it's important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is another option but can result in significant ...

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IRAs Are Attracting Assets—And Regulator Attention Where Regulations Stand on IRA Rollovers Strong Technology Platforms Can Help Brokers Gain an Edge How to Meet 401(k) Rollover Regulations in Advisor ...

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 ...