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

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

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.

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.

An IRA rollover happens when you move your retirement funds from one provider ... to transfer investments to another account to avoid taxes. If you withdraw the funds from an IRA and fail to ...