When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on ...

Rolling over your 401(k) can protect your retirement savings, reduce fees, and open up better investment options. The key is knowing your choices, tax implications, and deadlines before you act. With ...

Qualified distributions are allowed at age 59½, but an exception may allow you to make a penalty-free withdrawal ...

Three main choices: You can leave your 401(k) in the old plan, roll it into an IRA, or transfer it to your new employer’s plan—each with specific advantages and trade-offs. Tax traps to avoid: ...

I have an issue that, while affecting only a small group of people, might illustrate broader concerns around required minimum distributions, rollovers and retirement planning. I am 72, turning 73 in ...

Broadcast Retirement Network's Jeffrey Snyder discusses the factors individuals need to consider before rolling over their retirement accounts (401k, 403b, 457b) to an IRA with Convergent Retirement ...

How to take full advantage of your 401(k) plan and boost long-term savings, tax benefits, estate planning and flexibility.

Non-deductible IRA contributions can create serious headaches. Learn how a reverse rollover can avoid the pro-rata rule, simplify recordkeeping, and prevent double taxation. The regular rollover ...