If you roll your 401 (k) into an IRA, you must have that account ready to receive the funds. Find a broker you like and follow their steps to open the account. If you are rolling over into a more ...

When you hear the term “401(k) rollover,” you might envision a complicated financial transaction that’s best left to the experts. In reality, a rollover is a simple, beneficial process that many ...

Moving your retirement savings around can feel intimidating, but it doesn’t have to be. A rollover 401(k) lets you transfer money between accounts — like rolling over a 401(k) into an IRA or, in some ...

Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, July 30th. I'm J.R. Whalen ...

A new report by Capitalize, a tech platform focused on locating and transferring retirement assets, highlights numerous significant hurdles that retirement savers face when attempting to roll over ...

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...

401(k) accounts are portable. That’s good news if you change jobs or want to improve your retirement savings potential by switching to another provider with better investment choices or lower fees.

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 ...

Understanding the ins and outs of 401(k) and IRA rollovers isn’t a walk in the park. The maze of tax implications surrounding these rollovers might seem intimidating to many. However, deciphering the ...