NOTE: If the balance is between $1,000 and $7,000, your former employer might be able to do an automatic rollover into your new employer’s plan. Managing A Larger 401(k) Balance ...

Still, the decisions that you make today can cost you a lot more in the future, so it’s smart to weigh your 401(k) rollover options. Below are the key choices for a 401(k) rollover and when each ...

A rollover IRA is specifically designed for pooling funds from previous retirement accounts. According to Jean-Baptiste, this is one of the simpler options for your 403(b) funds.

A rollover between similar accounts—from a traditional 401(k) to a traditional IRA, say, or from a Roth 401(k) to a Roth IRA—is tax-free and typically the least expensive option.

Leaving your job can be chaotic, whether you’re retired, laid off, or moving to a new company. It is crucial to consider your retirement assets during your transition.

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

The two primary options are rolling over to a new employer’s 401(k) or converting to an Individual Retirement Account (IRA), with a Roth IRA being a particularly compelling choice for some. The ...

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 ...