Powell: There's something to do with a testing period.

Whisk your worries away as this article guides you step-by-step through the process of correctly reporting your 401(k) and ...

How do I convert my 401k to a Roth IRA without paying taxes? You can only roll over after-tax money in your 401(k) to a Roth IRA without paying taxes. If you have made pre-tax contributions and ...

Rolling your old 401(k) over into an IRA can give you more control over your investments. Here's a list of the best places for an IRA rollover. Many, or all, of the products featured on this page ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

Compare each IRA provider thoroughly to understand the different rollover rules. Also, ensure you know the tax implications of a 401(k) rollover before moving your assets. Here are the best ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes.

If you decide to move from a traditional 401(k) to a traditional IRA, you’ll avoid any immediate tax liability from the rollover. But you’ll incur a tax liability if you move money from a ...

As you’re considering where to roll over your 401(k), you’ll want to consider the advantages of each account type, the drawbacks, your own financial situation and the tax implications.

Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...

A 401(k) rollover to a gold IRA makes it possible for some investors to take advantage of both the long-term benefits of physical gold and the tax-saving perks of an official retirement account.

You can also open a tax-qualified 401(k), 403(b ... a retirement account selector tool, a Roth IRA conversion calculator, and 401(k) rollovers. What to look out for: Self-directed Roth IRA ...