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 tax rules for 401(k) rollovers can be simple or complex, depending on which path you take. ... Also, participants can only do an indirect 401(k) plan rollover once in a 12-month period.

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 ...

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 ...

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 ...