If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it ...

One of those options is rolling over a traditional pretax 401(k) into a Roth individual retirement account (Roth IRA ... you need to do the rollover strictly by the rules to avoid an unexpected ...

For those with under $1,000 vested, there are two ways to go: Have your former employer cash it out or roll the funds into an IRA ... of the direct rollover rules, the mandatory income tax ...

Considering a 401k to gold IRA rollover? You’re not alone ... on matters related to taxation, IRS rules, and tangible asset ...

TD Ameritrade and E*Trade are offering up to $500 to buy your rollover ... an IRA, you must start taking RMDs after you reach 70 1/2, whether or not you're still working. Also, new rules allow ...

A 401(k) rollover is when you transfer the account balance in your old 401(k) to a new or existing 401(k) or Individual Retirement Account (IRA). You'll usually face the decision of what to do ...

Compare each IRA provider thoroughly to understand the different rollover rules. Also, ensure you know the tax implications of a 401(k) rollover before moving your assets. Here are the best ...

The simplest is moving money from one Roth IRA to another. There is only a risk of tax consequences if the rollover isn't completed ... of these three five-year rules. You may need to wait before ...

In addition, the plan has an annual $40 record-keeping fee. The participant terminates employment and can do an IRA rollover to the Schwab® S&P 500 Index Fund (ticker: SWPPX). The IRA rollover ...

Inherited Roth IRAs do not inherit the same contribution and withdrawal rules as the original retirement ... Open their own IRA and rollover the inherited account. They can choose to either ...

In addition, the rules indicate that funds contributed to the 529 account within the five years preceding the rollover will not be eligible to roll over. How to Roll Over a 529 to a Roth IRA If ...