Every year, millions of Americans leave their jobs and take their retirement savings with them, but not without a cost.

Referring to the retirement industry’s “paper problem,” a new analysis finds that outdated rollover processes could be costing retirement savers up to $76,000 in lost returns over their lifetime.

Here’s how an after-tax 401(k) works, and what you need to know to see if it’s right for you. How an after-tax 401(k) works.

I have a pension liquidating sometime around September 2025. I have an account from another employer in a 457 plan. I’ve reached out to them about a direct rollover, but I haven’t heard back. What are ...

Compare Roth IRAs and Roth 401(k) to understand their benefits and differences and which is better for meeting your ...

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 ...

To help, our team dove into IRAs and 401(k) accounts and compiled a list of six small things women can do to boost their ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

arranged for him to get two checks in the mail — one for his 401(k) and one for a Roth version. Then, he was supposed to send the checks on to his new plan administrator with a rollover form.