Converting at least some of an old 401(k) to a Roth IRA can offer long-term tax benefits and retirement flexibility, ...

An IRA or 401 (k) rollover is one of those bumps in the road. A number of events can arise that make a rollover necessary, from job termination to plan dissolution to retirement.

Step 5: Roll over your existing 401k/IRA Next, you’ll need to fund your new IRA, and there are a few ways to do it: an IRA-to-IRA transfer, a 401 (k)-to-IRA rollover, or an annual contribution. The ...

Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA ...

But, even with them "discontinuing" the 401k for your level, they may not allow you to do a roll-over. Rarely can you roll-over while you still work there.<BR><BR>But in either case, call fidelity ...

The DOL likely would have jurisdiction over a rollover originating from a qualified plan, as well as IRA to plan “roll-ins,” since those do involve plans governed by the Employee Retirement Income ...

By Andy Ives, CFP SCENARIO: In one calendar year, Jessie completes the following transactions: 1. Takes a partial distribution from her 401 (k) and does a 60-day rollover to an IRA. 2. Does a 60 ...

Unlike a traditional 401 (k) or IRA, where withdrawals are taxed as ordinary income, Roth IRAs provide tax-free withdrawals in retirement, provided you meet the five-year rule and are over 59½.

A reverse rollover may take a few weeks, depending on your 401k plan administrator, your IRA broker and what steps are required to get approval for moving the funds over.

Step 5: Roll over your existing 401k/IRA Next, you’ll need to fund your new IRA, and there are a few ways to do it: an IRA-to-IRA transfer, a 401 (k)-to-IRA rollover, or an annual contribution.