Master the 401(k) transfer process during a job switch. Learn the steps, alternatives, tax and penalty implications, and your new employer's role.

The SECURE 2.0 Act expands retirement savings options, including new tax credits, Roth changes and catch-up provisions.

As you’re considering whether to roll over your after-tax 401(k), you’ll need to know whether your plan permits in-service rollovers and partial rollovers, since those affect what tax will be ...

Starting in 2025, workers aged 60–63 can boost their retirement savings with higher 401(k) catch-up contributions under the ...

Fact checked by Suzanne Kvilhaug Waiting for a 401(k) check to arrive? A two-month wait may be costing you more than you realize. If there is a delay of two months when rolling over a 401(k) worth ...

You can roll over a 401(k) to an IRA or another 401(k) plan to keep your tax-deferred savings growing. Be wary of indirect rollovers, as there can be tax consequences for not following IRS ...

A 529 savings plan can be used to pay for your child's education, but it can also be used to fund their retirement.

Let’s say that Jamaal, who is under the age of 59½, was paid a $10,000 rollover distribution from his 401(k) plan. Jamaal’s employer withheld $2,000 from the distribution, meaning Jamaal ...

Avoid costly mistakes. Learn the IRS rules, penalties, and best practices for a Gold IRA rollover in this step-by-step guide.

You get to choose what happens to your 401(k) after you leave a job. Find out the options that are available to you.