Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

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 ...

Similarly, if your new 401(k) plan options are comparable, it might not be worth the effort to roll over your old 401(k). If ...

Understanding the rules for withdrawals from a Roth 401(k) will keep you from losing part of your retirement savings to taxes and penalties.

you may want to do a Roth 401(k) rollover. A Roth 401(k) rollover allows you to move your money from your current retirement account to a new retirement plan without any immediate tax consequences ...

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

However, the 401(k) rollover process requires thinking ahead and planning each step carefully, because there are numerous pitfalls and nuances to navigate. Retirement accounts, including 401(k ...

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 ...

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 ...

Principal offers a full range of retirement investing products from traditional, Roth and rollover individual retirement accounts, or IRAs, to 401(k) plans. The Midwest-based firm is also one of ...

What It Means to Rollover a 401(k) to Gold The act of rolling over a ... including the potential loss of principal. Plus, all investment decisions should align with your personal financial goals ...