03 Jun How can I move my 401(k) plans without messing it up?
The company where you plan to move the money, and your HR department, can help....
03 Apr Are Roth rollovers really considered income for Stay NJ application?
The new combined application for property tax relief has some important changes. ...
19 Mar I paid tax on a 401(k) rollover. Can I get it back?
Amended returns can be filed within three years of the due date. ...
31 Mar Can I use my IRA rollover as a 60-day loan?
If you miss the deadline, you could face taxes and penalties. ...
10 Mar Before you move those retirement funds, know this
Don't forget about the tax bill if you deplete the account. ...
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 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. ...
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. ...
17 Nov How do I claim a retirement plan withdrawal on my taxes?
Withdrawals from most retirement plans are considered ordinary income. ...
18 Sep What taxes will I pay if I move my retirement account to a Roth IRA?
Be careful when you do a rollover transaction. ...