07 Sep What will happen to my 401(k) after company shuts down?
You still control your account, even if your employer closes up shop. ...
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. ...