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

Whenever anyone thinks about a 401(k), there’s a pretty good chance it’s widely mentioned as one of the best retirement ...

Though death and taxes may be certain, investors should always seek legal ways to minimize their tax liability. Lower taxes mean higher net investment returns and higher disposable income.

Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.

If you have an employer-sponsored retirement plan, like a 403(b), leaving your job means you’ll need to decide what to do with your account. When retiring, you have three main options: You can retain ...

Accredited investors can become the landlord of Walmart, Whole Foods or Kroger — and benefit from regular distributions ...

If you replace the money quickly If you can replace the money in 60 days or less, then a 60-day rollover might be the ... The money in your IRA is for your retirement. Taking money out means ...

The bipartisan bill seeks to update the notice with “plain and concise language” regarding retirement plan distribution ...

The tax consequences of 401(k) rollovers depend on the option you pick Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and ...

Move assets from an old 401(k) plan into a new IRA account without incurring fees or penalties from the IRS. The best places to rollover 401(k)s offer simple transfers with minimal paperwork and ...

Still, the decisions that you make today can cost you a lot more in the future, so it’s smart to weigh your 401(k) rollover options. Below are the key choices for a 401(k) rollover and when each ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. The 401(k) system, introduced in 1978, is showing its age and grappling with ...