"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 ...

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

You should be able to roll over your 401(k) into a Roth IRA, but be prepared to pay taxes when you make the transition. When you withdraw funds, they won't be taxed.

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

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.

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.

Roth IRA contribution limits for 2024 and 2025 are $7,000, with an extra $1,000 for those 50+. Withdrawals from a Roth IRA are tax-free if you meet the five-year rule and you're at least 59 1/2 ...

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 ...

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 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.