The ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client who wants to take an in-service distribution from his 401(k) and roll it to an IRA should roll the ...

Don't fall victim to misinformation! Learn from ChatGPT's mistakes and discover the correct steps for a smooth 457 to IRA ...

Although the IRA custodian will report the transaction in a 2025 Form 5498, the client reports the distribution and rollover on their 2024 tax return. That’s true even if the funds are not ...

My wife and I both worked for Aetna, but have retired and have 401(k)s from work that are with Vanguard. I received her 401(k ...

Financial planner Dan Moisand tackles readers' questions about Roth conversions, from the whats to the whens and more.

In turn, the distributions from the IRA account are ... our investor needs to look at both the value of her rollover IRA account and the net value of her home after deducting any HECM loan balance.

If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching funds in a 401(k) ...

A few days remain for taxpayers to make some late-year moves to save money on their taxes or simplify their taxes.

Don't forget to make some time to review your retirement savings strategy. Here are three key moves to make as you settle ...

During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during ...

You may not be able to contribute to your new employer's 401 (k) right away. Employers may require you to complete one year ...