Many employees roll over their 401(k) plans into individual retirement accounts (IRAs) when they leave their jobs to avoid immediate taxes and continue growing their retirement savings. But a new ...

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Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

As the economy improves, more Americans are changing jobs. And that means more workers leaving behind 401(k) retirement plans. Those stranded 401(k)s create a dilemma for workers. It can be almost ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, July 30th. I'm J.R. Whalen ...

Even though much of the financial world is now digitized, rolling over your 401(k) still often involves a more complicated process that can’t be done online. Many plans require you to transfer funds ...

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...

Consolidate retirement savings and expand investment options with a 403(b) rollover to a 401(k). Understand mechanics, tax ...

Reaching age 59-and-a-half unlocks a number of new possibilities for those who have been building value in a 401(k). Before that age, removing money typically involves a 10% early withdrawal penalty, ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...