If you have an IRA and want to roll it over to another retirement account, there's some good news: It's entirely doable.

An IRA offers more control and investment choices ...

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

A rollover IRA can be a great option for money in old retirement accounts. To avoid a tax hit, know the steps involved. Many, or all, of the products featured on this page are from our advertising ...

Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo. Question: I am a registered investment adviser who provides advisory services ...

Rolling over a 401(k) or other workplace retirement plan into an Individual Retirement Account (IRA) is very common when people change jobs or retire. Among other potential benefits, a rollover lets ...

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 ...

The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead of the workplace. Assets held in individual retirement accounts ...