Millions of Americans will at some point face the decision of what to do with their old 401(k) accounts as they switch jobs ...

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 ...

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 ...

Helping clients decide what to do with their 401(k)s after they leave the workforce can be complicated. There are many factors to consider, from investment returns to taxation to inheritance issues ...

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 ...

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 ...