03 Sep What should I do with my 401(k) now that I’m retired?
There are options for the account, but take into consideration your entire financial situation....
31 Aug Do I have to pay back CARES Act withdrawal to the same account?
You have three years to make decisions about these early withdrawals. ...
28 Aug How can my kids share my 401(k) plan when I die?
Beneficiary designations will determine who receives your 401(k) when you die. ...
05 Aug What’s the best strategy to convert my 401(k) to a Roth IRA?
Taxes are the biggest consideration for a Roth IRA conversion. ...
04 Aug Do you owe tax when moving a 401(k) to an IRA?
If you do it right, you won't owe taxes on a rollover. ...
29 Jul Should I consolidate my IRAs or move them to my 401(k)?
You have several choices for how to organize your investment accounts. ...
27 Jul Can I roll my current 401(k) into an IRA?
If you're working, you may have limits in what you can do with your 401(k). ...
23 Jul Can my former employer force me to move my 401(k)?
It depends on your plan's documents, but you may want to move it anyway....
14 Jul Is this 401(k) withdrawal tax-free because of the CARES Act?
Withdrawals from retirement plans before 2020 don't get special treatment. ...
03 Jul I’m retiring. Should I move my 401(k) to an IRA?
Moving money to an IRA can give you more choices and fewer fees. ...