You just landed a new job, and with it, an opportunity to move your career forward. Now comes an important decision: what should you do with your 401(k) from your former employer? While you can choose ...

Options may include rolling it into an IRA or a new employer’s retirement plan. Cashing out your 401(k) could leave you with penalties and taxes on your distribution. Many Americans will, at some ...

Here are a few takeaways and strategies to avoid this common 401(k) rollover mistake that costs Americans billions of dollars ...

Helping clients decide what to do with their 401(k)s after they leave the workforce can be complicated. There are many factors to consider, from investment returns to taxation to inheritance issues ...

401(k) accounts are portable. That’s good news if you change jobs or want to improve your retirement savings potential by switching to another provider with better investment choices or lower fees.

Key Takeaways A reintroduced House bill would let employees age 50 and older roll over some or all of their 401(k) savings ...

When you leave a job where you had a 401(k) it's important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is another option but can result in significant ...

On today’s “CT BUZZ,” Host Natasha Lubczenko welcomed back Michael Lehrhaupt, President of Strategies for Wealth Management, ...

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, simplify recordkeeping, and prevent double taxation.

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...