News

You can either keep your 401(k) plan with your old employer, cash out, transfer your 401(k) to your new employer or roll over your 401(k) into a traditional or Roth IRA. Check out this guide on ...
While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules. This article highlights some key considerations to keep in mind when ...
You can roll over a 401(k) to an IRA or another 401(k) plan to keep your tax-deferred savings growing. Be wary of indirect rollovers, as there can be tax consequences for not following IRS ...
As bad as the situation is, there is one silver lining: Although converting money from one account to a Roth IRA will still ...
You might be wondering, “how much does it cost?” There is usually no transfer fee for rolling over your 401(k) into a new tax-advantaged retirement account. Account fees for your new account ...
If your balance in your former employer's 401(k) plan is over $7,000, you can leave the money behind in the old plan or roll the assets into an IRA or your new employer's 401(k). But if your ...
The qualified status of your distributions from your Roth 401(k) determines how they are treated when rolled over, as discussed next. With a direct rollover to a Roth IRA, the distribution is paid ...