03 Sep Can my divorced daughter get her ex’s 401(k) funds tax-free?
The divorce decree should detail how a 401(k) plan would be divided....
13 Jul I’m 75 and working. Can I still save in an IRA or 401(k)?
If you have earned income, you can save in an IRA for your future....
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. ...