This article looks at 401(k) retirement plan rollover mistakes.

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s. Lawmakers in both ...

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...

The average size of rollovers for people aged 50 to 74 more than doubled since 2007, increasing from $101,400 to an estimated $220,000, according to LIMRA analysis of IRS data. For more stories like ...

Gina laid out her strategy — moving her $1.6 million pretax 401(k) into a Roth 401(k) and eventually rolling it into a Roth IRA — but Orman dismissed the idea, calling it “crazy.” What’s so crazy ...

IRS Form 5498 is one of the most overlooked but critically important IRA forms. While Form 1099-R usually gets attention during tax time for reporting distributions, Form 5498 plays a ...