Managing retirement savings effectively often involves rollovers, which allow investors to move funds from one retirement account to another without incurring taxes or penalties. In a direct rollover, ...

When rolling over a 401(k), there are two options for completing the transaction: a direct rollover and an indirect rollover. In a direct rollover, the administrator of the 401(k) will either wire the ...

When you leave a job where you had a 401(k) it’s important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is another option but can result in significant ...

The 60-day rollover rule typically kicks in when you transfer money between retirement accounts, but this applies to other types of accounts as well. Not rolling over your account within 60 days of ...

It should be simple, but it's not. When retirement account owners move funds from one account to another, navigating the complex distribution and tax rules can quickly stimie clients and advisors ...