Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

Here's how to decide what to do with your 401(k) after leaving your job, including leaving it where it is, rolling it into an IRA, or moving it to a new employer’s 401(k).

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

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? -Renee ...

Roth IRAs offer a world of benefits over traditional retirement plans. Converting a traditional 401(k) plan to a Roth IRA creates a near-term tax liability but could be worth doing regardless. Talk to ...

401(k) and IRA transfer fees can add up in a hurry, and one Redditor was frustrated about having to pay an extra $255. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with ...

When you leave a job, it's generally a good idea to take your 401(k) plan with you. This doesn't mean you should cash it out, as that could leave you on the hook for early withdrawal penalties. Rather ...