Switching jobs? You may want to consider what you’d like to do with your 401(k) plan. You can either keep your 401(k) plan with your old employer, cash out, transfer your 401(k) to your new employer ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

I am a 66-year-old retired woman. I left my 401(k) with my old employer – roughly about $300,000 – but now I’m thinking about rolling it over and don't know where to begin. Can you advise me? Rolling ...

If you have left a job or are near a job shift, you must roll your 401(k) into an IRA. With this smart move, you can cut fees, gain more fund options, and keep all your cash in one spot. No doubt, the ...

IRA rollovers from defined contribution plans are set to surge over the next five years, with LIMRA projecting the market will reach $1.15 trillion by 2030 – a 34% increase from this year’s estimated ...

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