If you are retiring or changing jobs with a larger account balance, a rollover IRA may be the best choice for some ...

Learn the key differences between qualified and non-qualified retirement plans, including tax advantages, contribution limits ...

Combining IRA investments, lifetime income annuities and a HECM into one plan could significantly increase your retirement income and liquid savings compared to traditional planning.

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Designed for high earners, 457 (f) plans do not allow rollovers to IRAs or other retirement accounts. Once an employee separates from service and the funds are distributed, they become fully taxable.

Millions of Americans will at some point face the decision of what to do with their old 401(k) accounts as they switch jobs ...

Specifically, the Retirement Simplification and Clarity Act would implement recommendations from the Government Accountability Office (GAO) to reform the complex 402 (f) Tax Notice process. A 402 ...

I would just say if you're considering a rollover, speak with your particular retirement plan custodian and ask them to help you roll over the money in a way that won't incur any financial penalties.

I have seen a client neglect his old retirement plan, which was then rolled over into an IRA without his knowledge or understanding, and it sat in cash for five years. Hard to make that money back.” ...

Set out below is the plan presented to our sample investor, a 70-year-old female, with $1 million in the value of her home and $1 million in her rollover IRA. She wants more income plus liquid ...