When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Whenever anyone thinks about a 401(k), there’s a pretty good chance it’s widely mentioned as one of the best retirement ...

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

Maxing out a 401(k) can be a great way to build wealth for retirement. This workplace account allows you to make pre-tax ...

Procedurally, it's never too late to make a Roth conversion. The IRS allows you to move this money at any time, so long as ...

Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...

Ahead of actually retiring, 401 (k) loans and withdrawals are the most common ways to pull money from retirement accounts.

Contribution limits are not reduced to a Roth or traditional IRA based on 401(k) participation, so maximize contributions if ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.