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

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 logic goes a little something like this: When you’re changing over to a new job with its own 401(k), instead of rolling your old 401(k) into your new one, you could move it to a Roth IRA. Yes, you ...

There are various exceptions to the early withdrawal penalty, though. For instance, you can withdraw funds from a 401 (k) ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s. Lawmakers in both ...

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 ...

Taxpayers as above are required to make annual distributions from their IRAs, regardless of whether he or she is retired, which are then included in the taxpayers’ adjusted gross income (AGI) and ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

Answer: A little good news and a little reality check: Yes, the IRS has raised the Roth IRA contribution and income limits ...

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 ...