Switching jobs? You may want to consider what you’d like to do with your 401(k) plan. You can either keep your 401(k) plan with your old employer, cash out, transfer your 401(k) to your new employer ...

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 ...

I am a 66-year-old retired woman. I left my 401(k) with my old employer – roughly about $300,000 – but now I’m thinking about rolling it over and don't know where to begin. Can you advise me? -Renee ...

I am a 66-year-old retired woman. I left my 401(k) with my old employer – roughly about $300,000 – but now I’m thinking about rolling it over and don't know where to begin. Can you advise me? Rolling ...

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 rules to watch in 2026.

If you have left a job or are near a job shift, you must roll your 401(k) into an IRA. With this smart move, you can cut fees, gain more fund options, and keep all your cash in one spot. No doubt, the ...

A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.