Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

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 ...

The IRS in April issued two notices that provide some long awaited guidance related to retirement plan administration. One addresses treatment of same-sex marriages after the Supreme Court ruling in ...

Plan sponsors of prototype Roth IRAs interested in taking rollovers from 402A Roth Accounts first have to change their IRA documents to be allowed to do so. That was a key outcome contained in final ...

While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules. This article highlights some key considerations to keep in mind when ...

The IRS released rules in question and answer format for in-plan rollovers to designated Roth accounts in retirement plans (Notice 2013-74). The most significant part of the guidance concerns the ...