Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

You can only use 529 funds can only cover qualified education expenses without incurring a tax penalty, but it can be hard to ...

The logic goes a little something like this: When you’re changing over to a new job with its own 401(k), instead of rolling your old 401(k) into your new one, you could move it to a Roth IRA. Yes, you ...

The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...

Taxpayers as above are required to make annual distributions from their IRAs, regardless of whether he or she is retired, which are then included in the taxpayers’ adjusted gross income (AGI) and ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...