Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping maintain ...

If you’ve recently left your job, one of the biggest financial decisions you’ll face is what to do with your old 401(k). Should you roll it over into an IRA, move it to your new employer’s plan, or ...

The Roth IRA, with its tax-free growth and withdrawals, has empowered countless individuals to build wealth for retirement, offering flexibility and no required minimum distributions. However, it’s ...

The Tax Court held that distributions received by a taxpayer from her individual retirement account (IRA) funded by an erroneous rollover into that account from her late husband’s IRA was gross income ...

Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo. Question: I am a registered investment adviser who provides advisory services ...

Q: I plan to retire at the end of the year and want to roll my 401(k) into an IRA. My company plan has only a few investment choices and I want to use bonds to fund my income needs. I also have a lot ...

For government employees who are at or near retirement, the decision to keep assets in the Thrift Savings Plan versus rolling them into an IRA is not necessarily an easy one to make. The most common ...

The IRS on Thursday issued Notice 2009-82 to provide relief for taxpayers who have received required minimum distributions in 2009 from an IRA or similar account. Such taxpayers have until Nov. 30, ...

Your gold IRA company will match you with a gold IRA custodian (this is an IRS-approved entity that holds your gold IRA). A gold IRA custodian allows you to open a self-directed IRA with them, which ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The Roth IRA, with its tax-free growth and withdrawals, ...