The 60-day rollover rule typically kicks in when you transfer money between retirement accounts, but this applies to other types of accounts as well. Not rolling over your account within 60 days of ...

When rolling over a 401(k), there are two options for completing the transaction: a direct rollover and an indirect rollover. In a direct rollover, the administrator of the 401(k) will either wire the ...

A new Labor Department rule that raises the legal bar for investment advice about retirement savings is at risk of being overturned in court, according to attorneys. The so-called "fiduciary rule," ...

While some employers allow you to keep your 401 (k) after you have left the company, not all do, especially if the balance is ...

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 ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

If you're happy with your old employer's 401(k) plan, there's no immediate hurry to switch. You know the pro-rata rule and want to keep your 401(k) money separate. You don't want the administrative ...

The Department of Labor issued a so-called "fiduciary" rule in April governing advice to retirement investors, such as those in 401(k) plans and individual retirement accounts. Insurance groups sued ...