If you have ever changed jobs or you have already started saving for retirement, you have likely encountered both Traditional ...

Whenever you leave an employer for good, you often have a number of loose ends to address. And one of the most financially ...

Once you roll over funds to an IRA, this special early penalty-free access no longer applies. If you qualify for this “early retirement” rule, unless you have substantial assets outside the plan, ...

Gina moved her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA -- Orman dismissed the idea, calling it "crazy." ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

Capitalize, the fintech firm that helps people locate and roll over their 401(k) accounts through an easy-to-use online platform, has partnered with Firstrade to make the rollover process easier for ...