Retirement Planning

Self-Employed? SEP IRA Rollover Options Explained SEP IRAs (Simplified Employee Pension Individual Retirement Accounts) provide self-employed individuals and small business owners with powerful retirement savings...

Government Employee 457 Plans: Special Rollover Rules to Know 457 plans have gotten surprisingly complicated with all the rule changes over the years. These plans...

403b Rollover Tips Retirement account rollovers require careful planning. Understanding rules prevents costly mistakes. Rollover Tips Know the deadlines. Choose direct transfers when possible. Consider...

Annuity Rollover Retirement account rollovers require careful planning. Understanding rules prevents costly mistakes. Rollover Tips Know the deadlines. Choose direct transfers when possible. Consider tax...

What Is a Pension Rollover? Pension rollovers have evolved with all the different rules and options out there. A pension rollover basically moves money from...

Understanding the Thrift Savings Plan TSP rollovers have gotten surprisingly tricky with all the options out there. The Thrift Savings Plan is basically the federal...

Employer Retirement Plan Rollover Basics Figuring out what to do with an old 401(k) has gotten confusing with all the conflicting advice out there. Here’s...

What Is a Roth Conversion? A Roth conversion moves money from a traditional IRA, 401(k), or other pre-tax retirement account into a Roth IRA. You...

Tax Implications of Retirement Account Rollovers The first time I tried to understand rollover tax rules, I read three different articles that gave me three...

When to Execute Your Rollover One of the less-discussed aspects of 401(k) rollovers is timing. Most people focus on where to move the money —...