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.

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

With rising uncertainty in the markets, recession fears, and growing demand for safe-haven assets like gold, more investors are considering converting some of their retirement assets into precious ...

IRA rollovers keep retirement savings tax-deferred and can help you consolidate previous accounts. Use a direct rollover to avoid complicated tax withholdings and ensure full transfer. Key ...

However, if you’re no longer employed, rolling over your 401(k) into a gold IRA is straightforward. You can opt for a direct rollover (the preferred method) where funds transfer directly without ...

as the IRS typically requires a triggering event like leaving your job to access the funds for a rollover. However, if you're no longer employed, rolling over your 401(k) into a gold IRA is ...

US direct indexing, and crypto trusts. You can invest in a Fidelity IRA for as little as $10. Fidelity is our top pick for the best rollover IRA account because it is suitable for both passive and ...

Make sure you have the funds sent directly from the plan to an IRA via direct rollover. As we’ve noted, some plan sponsors will only mail the check to your address of record. In which case ...

Options include keeping your old 401(k), transferring to an IRA, a new 401(k), or cashing out. Direct rollovers are preferable, avoiding tax penalties unlike indirect rollovers. Key findings are ...

And that way is called a “direct rollover” or trustee-to-trustee transfer. It’s the safest option, because your funds are transferred directly from your 401(k) to your IRA custodian.

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