If you have a tax paper from someone other than your employer, you may have received a 1099. But what does the form mean, and ...

As retirement arrived, we started rolling our 457 plans to our Roth's, saving extra cash for the up-front taxes so as to not eat into the principal of the rollover, and limiting the amount each ...

Credit: Graphic: Monique Westerman In September the ... which included a 5 per cent fee hike and an additional one-off roll-over fee of $350,000, on the advice of the consultant.

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, ...

The U.S. 401 (k) system, created in 1978, struggles with account portability, leaving millions of workers with lost or ...

Millions of Americans will at some point face the decision of what to do with their old 401(k) accounts as they switch jobs ...

Move assets from an old 401(k) plan into a new IRA account without incurring fees or penalties from the IRS. The best places to rollover 401(k)s offer simple transfers with minimal paperwork and ...

401(k) rollovers to an IRA or another retirement account generally take longer than direct withdrawals. This process involves transferring funds from one financial institution to another ...

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 ...

o Check with the Plan Administrator to confirm that the workplace 401(k) plan accepts rollovers from inherited accounts. o Request a direct rollover from the inherited 401(k) to the workplace 401 ...

The average person in the 55-64 age group has about $245,000 in their 401(k). This isn’t likely to be enough to create enough retirement income. The caveat is that this is just how much they ...