Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

This article looks at 401(k) retirement plan rollover mistakes.

On today’s “CT BUZZ,” Host Natasha Lubczenko welcomed back Michael Lehrhaupt, President of Strategies for Wealth Management, ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The rollover has been the most frequent IRA transaction, and rollover ...

While most households still prefer to roll their employer-sponsored retirement savings to an IRA, a new study finds that employer plans are becoming an attractive rollover option, particularly as ...

The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

While IRAs still receive the majority of rollover dollars, the renewed appeal of employer-sponsored plans signals changing ...