Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...
Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...
Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in retirement. Should you decide to leave your job you might be wondering if it's ...
Switching jobs? You may want to consider what you’d like to do with your 401(k) plan. You can either keep your 401(k) plan ...
This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...
Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...
The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...
Many investors are interested in holding precious metals, such as gold or silver, in their portfolios as a way to diversify across asset classes and potentially hedge against long-term inflation.
Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).
A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...