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 ...

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.

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to ...

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