It is possible to move the funds you have saved in your retirement plan to a new IRA without any tax implications by getting in touch with your financial institution and asking for a ...

If you choose to move some or all of your traditional IRA assets from one institution to another, there are two ways to bring about that transaction. The preferred method (and now truer than ever) has ...

If you’re retiring or moving to a new job and want to take your employer-sponsored 401(k) balance with you, you’ll need to “roll it over” to another account. Failure to do so might result in extra ...

In Private Letter Ruling 201943020 (released Oct. 25, 2019), the Internal Revenue Service considered the tax implications of a trustee-to-trustee transfer between individual retirement accounts in ...

It is pretty common to convert a 401(k) plan to a conventional or Roth IRA. This is something you will frequently do if you want to retain all of your retirement funds in one location after leaving ...

A new law only lets people do one IRA-to-IRA rollover per 12-month period. What’s the reasoning behind this new rule? It eliminates the 60-day shopping window for the best CD rate. Also, to change ...

Divorces are often messy, as was the case for Michigan doctor John Kirkpatrick. Dr. Kirkpatrick separated from his wife, Christiana, in 2012, but six years later, found himself in Tax Court after he ...

When a relationship fades a time may come for making a change, and it’s not rare for retirement investors to find themselves looking for a more compatible providers. A move may make sense if the 401(k ...