You can roll over your old account online, over the phone or via live chat, depending on the plan provider. In some cases, ...

You'd be shocked at how many people leave a job and let their 401(k) languish at their former employer. Instead, three steps ...

Reverse mortgages can make a lot of sense for many retirees who could use a bit of a cash jolt. Undoubtedly, there are ...

Investopedia / Photo Illustration by Alice Morgan / Getty Images Workers who switch jobs or resign may leave their retirement funds at their old employer, losing track of their old 401(k ...

More part-time workers will have access to 401(k) accounts in 2025, and you might get auto-enrolled next year unless you opt ...

The average worker expects to need around $1.8 million to retire comfortably, a 2024 survey from Charles Schwab found, yet ...

from the previous company into the 401(k) of the new company. Would she need to withdraw her required minimum distribution from the old 401(k), even though the money would be in the 401(k ...

The first step to planning for retirement is understanding what you have and where those investments are. Start by going through old statements. If you can’t locate either hard copies or email ...

In any case, let’s check in on a Reddit case involving a 63-year-old retired widow with a sizeable $1.1 million sum in a 401k. They’re wondering if a reverse mortgage could be the right ...