The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.

PHOENIX — If you're saving for retirement with a 401(k) or individual retirement account, it's easy to lose money to taxes and penalties when moving money between accounts. A lot of investors make ...

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...

Dear Dan, One of my coworkers is retiring next month, and he said he was leaving his 401(k) where it is. Why would he do that ...

'Are you crazy?': Suze Orman explains why a $1.6 million retirement rollover plan would backfire, and how to avoid the trap ...

A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information ...

Reaching age 59-and-a-half unlocks a number of new possibilities for those who have been building value in a 401(k). Before that age, removing money typically involves a 10% early withdrawal penalty, ...

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 ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But making a substantial move, like rolling over your 401(k) to an ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

The Roth IRA, with its tax-free growth and withdrawals, has empowered countless individuals to build wealth for retirement, offering flexibility and no required minimum distributions. However, it’s ...