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 IRA rollovers on your taxes, but it’s still a good idea to consult an ...

Unlike the traditional IRA, a Roth IRA will allow for tax-free growth and tax-free withdrawals in your retirement years. If you are facing a rollover, it may be a good time to evaluate what you ...

Millions of Americans will at some point face the decision of what to do with their old 401(k) accounts as they switch jobs ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...

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.

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 ...

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

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 ...

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 ...

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 ...