Lower fees: Most employer plan funds also have high fees ... The most restrictive rollovers are the Roth IRA, which can only be rolled into another Roth IRA, and the designated Roth account ...

Contact your plan administrator for a trustee-to-trustee transfer to avoid tax issues during rollover. Open a Roth IRA early to ensure the five-year rule does not delay tax-free withdrawals post ...

If your 401(k) plan was a Roth account, then it can only be rolled over to a Roth IRA. The rollover process is straightforward. The transferred funds have the same tax basis, composed of after-tax ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

A rollover IRA is an account you open to receive funds from another tax-advantaged account. In other words, a rollover IRA isn’t an account you open simply by itself. Rather, it’s a destination ...

Investors can roll over a 401(k), 403(b), or 457 plan to a Wealthfront traditional or Roth IRA. Wealthfront also offers tax loss harvesting, auto rebalancing, and smart beta technology.

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace ...

The SECURE 2.0 Act, which became law in December 2022, changes the 529 plan rules to permit rollovers of some funds from these college savings accounts into a Roth IRA. It could allow transfers to ...

The company I work for was just purchased and our 401 (k) is temporarily frozen for transactions. In the near future we’ll be ...

The Chubby FIRE Reddit community offers advice for a student who's thinking of using a Roth IRA. Here's what they said.