Many Americans are unintentionally leaving pieces of their retirement savings behind when they change jobs. Small 401((k)) ...

Under a relatively new law, employers can now unload 401 (k) accounts of former workers with $1,000 to $7,000 in them, up ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”). In addition, federal income tax ...

Compare dealers to match your investment goals. With recent high inflation and a bumpy ride in the stock market, many investors are looking to alternative investments. One of the most popular right ...

Rolling over a 401(k) or other workplace retirement plan into an Individual Retirement Account (IRA) is very common when people change jobs or retire. Among other potential benefits, a rollover lets ...

Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be tempered by evolutions in 401(k) plans and adviser practices. With the U.S. currently in ...

Aimee Picchi is the associate managing editor for CBS MoneyWatch, where she covers business and personal finance. She previously worked at Bloomberg News and has written for national news outlets ...

Americans are missing out on hundreds of billions of dollars in lost retirement cash because of a simple, forehead-slapping mistake in managing their IRA accounts. That’s the conclusion of new ...

The tax rules that apply when you attempt to roll over your IRA funds are all complicated, and some are rigid and unforgiving. So, violating one of those rules can be fatal, and costly. There are no ...

The Tax Court held that distributions received by a taxpayer from her individual retirement account (IRA) funded by an erroneous rollover into that account from her late husband’s IRA was gross income ...