04 May I inherited a 401(k) but didn’t know it. What’s next?
Spouses have several options for retirement accounts if their partner dies....
03 Mar How do I transfer this 401(k) to an IRA without a tax impact?
When you have an account with a Roth component, it will take several steps. ...
24 Feb My job ended our 401(k). How do I invest the money?
Act quickly so the funds are not considered a taxable distribution. ...
23 Feb Can I use company stock to pay back a 401(k) COVID withdrawal?
If you pay back the money, you won't have any tax liability. ...
17 Feb How can I best manage the options in my 401(k) plan?
Some 401(k) plans have more investment choices than others. ...
29 Jan Can I still save the max to an IRA with a 401(k) rollover?
Data breaches are all too common, so what can you do to protect yourself?...
13 Jan I retired. Should I move my 401(k) to an IRA?
You have choices for your employer retirement account when you leave a job. ...
05 Jan Did we qualify for a coronavirus-related retirement distribution?
You could take penalty-free retirement withdrawals in 2020. ...
04 Jan Will my 401(k) withdrawal hurt my unemployment eligibility?
You can get unemployment benefits even if you take an emergency withdrawal. ...
23 Dec Can I take from my 401(k) to fix up my house?
If you're over age 59 1/2, early withdrawal penalties won't apply. ...