Learn about indirect rollovers, including what they are and how they work. Discover alternatives and take control of your retirement savings.

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 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 applies to indirect rollovers of all or a portion of the assets in a qualified retirement account, such as an IRA or 401(k). Essentially, once you take a distribution from ...

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 ...