Possibility of Losing Out on Employer-Based Benefits or Matches From the Original 401(k) One compelling reason many individuals hesitate to roll over funds is the potential loss of employer matches.

A Roth 401(k) rollover allows you to move your money from ... Rolling over a Roth 401(k) to a Roth IRA enables you to retain the tax benefit these accounts provide, which is the ability to ...

The SECURE 2.0 Act increased the catch-up contribution for some employees to $10,000 or 150% of the standard catch-up contribution, whichever is greater. Since 150% of $7,500 is $11,250, that's the ...

If there’s one thing I’ve learned in my decades in finance, it’s that there’s rarely one right way to handle financial decisions — except when it comes to rolling over your 401(k).

In this article, we’ll explore the benefits, process, and key points for a 401k to gold IRA rollover. Whether you’re an ...

A 401(k) rollover is the transfer of funds from a ... be made payable to the company that holds your new account, for your benefit. If your new account is with Vanguard and your name is Bob ...

If your plan permits it, it may make sense to only roll over a portion of your account while exploiting certain 401(k) benefits with the remaining balance. For instance, if you want to allocate ...

You can also protect your account from withdrawal penalties by using a rollover IRA. As you consider how to manage your retirement savings, consider the benefits a rollover IRA can provide.

The Retirement Simplification and Clarity Act, which would provide pre-retirees with a more streamlined process and flexibility to choose savings options right for them, was introduced on Capitol Hill ...

The ERISA consultants at the Retirement Learning Center (RLC) address a question on whether a client who wants to take an in-service distribution from his 401(k) and roll it to an IRA should roll the ...

Pension Benefit Guaranty Corporation (PBGC ... Capitalize: Capitalize is a company that specializes in 401(k) rollovers and has a database that can help you find your 401(k) for free and roll ...