When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

Changing jobs and deciding what to do with the money in your current 401(k) plan can feel tricky. Your current employer may ...

If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover ... IRA during retirement. That's because, in retirement, you're likely in a lower ...

“This can be used as a short-term, interest-free loan, but if not repaid in full within the timeframe, the withdrawal is treated as a taxable distribution and may incur a 10% early withdrawal penalty ...

Forgetting to take your first RMD by April 1 in the year after you turn 73 can result in a significant tax penalty. “If you skip an RMD, the penalty can be steep: a 25% excise tax on the amount you ...

Or you can skip employer-sponsored plans altogether and roll over the money into an individual retirement account (IRA). No single type ... you can use a tax-saving strategy called net unrealized ...

If you take a distribution via an indirect rollover, you must deposit 100% of the funds into a retirement plan or individual retirement account (IRA) within 60 days to avoid paying income tax and ...

If your 401(k) includes employer stock, you can use a tax ... an IRA. There's no one-size-fits-all answer to whether rolling over a 401(k) to an IRA is the best move. For example, the rollover ...

After leaving a job where they contributed to a 401(k), retirement savers typically have four choices about what to do with the funds in the plan. They can roll the funds into an employer-sponsored ...

A Roth IRA can be a great vehicle for saving money for retirement in a tax-advantaged way ... the easiest way to think about it for non-rollover or inherited accounts (which have their own ...