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. ...
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....
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. ...