If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

What happens to my 401(k) if I get fired? The answer depends on how much is vested and whether you choose to leave the money, ...

Move assets from an old 401(k) plan into a new IRA account without incurring fees or penalties from the IRS. The best places to rollover 401(k)s offer simple transfers with minimal paperwork and ...

Rolling over to an IRA provides more investment choices and potentially lower fees. IRA rollovers keep retirement savings tax-deferred and can help you consolidate previous accounts. Use a direct ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

A major factor contributing to whether the mega backdoor Roth makes sense for you is if you have the ability to save that ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay any taxes if the assets you’re rolling over are held in another Roth ...