"Most" Americans are now able to do a 529 plan to Roth IRA rollover. But there are a lot of "catches" you need to know. There ...

Rules, Risks, and Rewards of 401k and IRA Transfers Learn the pros, cons, and methods of rolling over retirement accounts to simplify your finances so you can avoid costly mistakes.

Avoid costly mistakes. Learn the IRS rules, penalties, and best practices for a Gold IRA rollover in this step-by-step guide.

It may be a good idea to roll over your Roth 401(k) to a Roth IRA, or to convert your traditional 401(k) to a Roth 401(k). Understand the rules to make the best choice for you.

Maximize your retirement savings with the best rollover IRA accounts. Get started with J.P. Morgan or Vanguard. Rolling over a 401(k) into an individual retirement account (IRA) can significantly ...

What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert ...

Learn how to roll over your IRA and the rules you must follow when you're transferring this type of retirement account. Weigh the pros and cons of a rollover.

The Roth IRA is one of the best retirement savings tools. But not everyone can contribute to one directly. That’s where a Roth IRA conversion comes in.

The SECURE 2.0 Act, which became law in December 2022, changes the 529 plan rules to permit rollovers of some funds from these college savings accounts into a Roth IRA. It could allow transfers to ...

The Internal Revenue Service (IRS) lets you contribute up to $7,000 to a Roth IRA or traditional IRA in 2024 and 2025. If you are age 50 or older, it rises to $8,000 with the catch-up contribution .

The rules for withdrawing funds from your Roth IRA slightly differ once you reach age 59½. Like before you turn 59½, you can withdraw Roth IRA contributions anytime tax- and penalty-free.