A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

While some employers allow you to keep your 401 (k) after you have left the company, not all do, especially if the balance is ...

Transferring a 401(k) to an IRA is a common step for many individuals seeking greater control over their retirement savings.

These involuntary rollovers, which often end up sitting in cash, can quietly erode long-term returns, The Wall Street Journal ...

Partnership enables efficient discovery and transfer of retirement assets into self-directed accounts for alternative investment opportunities ...

Employers are stepping in to help employees automatically transfer retirement accounts to their new employer's plans.

Federally, QCDs are excluded from income, but tax treatment can vary by state. Some states conform fully to IRS rules, while ...

By Quentin Fottrell 'I was forced into early retirement' Bernie Madoff (pictured in 2009) was convicted of operating a multibillion-dollar Ponzi scheme. He died in prison in 2021.

The catch-up contribution for those between the ages of 60 and 63 remains at $5,250 for 2026. Full details on the updates can ...

When you leave a job, the retirement savings in your 401(k) or 403(b) don't have to stay behind. You generally have three options: leave the money in your old plan, cash it out or roll it over into a ...

A. Every year, the IRS adjusts contribution limits for various retirement accounts; 2026 contribution limits are rising due ...

Seven states offer exemptions for various forms of retirement income. Nine states don't have any state income tax, which also applies to retirement income. Remember that Federal tax rules apply to ...