Most Americans are worried about money, especially when it comes to retirement. A 2025 survey by Capital One and The Decision ...

Are you curious to know how your balance compares to the average today? Fidelity has fresh data on IRA balances. But you may ...

The House GOP’s “big, beautiful” tax bill includes a new savings account for children that comes with a $1,000 deposit from ...

FrugalNerds launches annual review of top gold and silver dealers GoldenCrest Metals - Best Incentives for New Customers FrugalNerds ...

Here’s a look at how much you stand to lose due to delays in a 401(k) rollover. Rollover Delays Could Lead To $76,000 in Lost Returns Putting off rolling over your funds and mail delays that are ...

However, it’s not a one-size-fits-all solution. When leaving a job, alternatives like a 401(k) rollover or traditional IRA might suit specific financial situations better, though a Roth IRA ...

Referring to the retirement industry’s “paper problem,” a new analysis finds that outdated rollover processes could be costing retirement savers up to $76,000 in lost returns over their lifetime. The ...

May 17, 2025 Q: Last year, I lost my entire 401(k) — $114,000 — after Paychex mailed me physical rollover checks instead of doing a secure transfer. The checks were intercepted and ...

An IRA or 401(k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, from job termination to plan dissolution to retirement. In each case ...

Below are the key choices for a 401(k) rollover and when each might be right ... age (59½), the IRS will hit you with a 10 percent bonus penalty on top of the taxes that you’ll already owe.