Moving funds from one retirement plan to another can offer different tax advantages and protections. For instance, it's ...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind. And so it is with your old ...

Rolling over savings in a 401(k) into a pension has both advantages and disadvantages which you must understand before rolling over your funds.

If you have traditional 401(k) assets, a rollover is also a good time to consider whether to convert those assets to a Roth account at the same time. Step 4: Fill out the necessary paperwork If ...

Should you move your assets from your IRA into your new 401(k)? Though the question is a logical one, it rarely arises because IRA rollovers generally move in the opposite direction, with investors ...

If you have traditional 401(k) assets, a rollover is also a good time to consider whether to convert those assets to a Roth account at the same time. Step 6: Execute. If you’ve decided to roll ...

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Commissions do not affect our editors' opinions or evaluations. A mega backdoor Roth is a special type of 401(k) rollover strategy used by people with high incomes to deposit funds in a Roth ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need ...

investors interested in physical gold or silver assets may consider a 401(k) roll over to a gold or silver IRA. Here’s how to roll over your 401(k) into a gold or silver IRA without penalty.