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What to Do If You Lose Your Job
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Anyone can lose a job, for a variety of reasons, at any time. If…

Learn IRA rollover rules, benefits of an IRA and how multiple 401(k)s can be moved into a single account. Learn more about IRA rules.

Advantages of leaving it where it is or moving it to a rollover IRA

posted Aug 4, 2016 by Peri Ann Aptaker, Esq., CPA/PFS, CFP® in the Business Blog
What happens to your 401(k) when you leave your job? This is a common question, and one that we are here to help you with. You have several options when it comes to dealing with your retirement account when you leave your employer
Your options are:
Advantages: Immediate funds.
Disadvantages: This should be a last resort option for all individuals due to the potentially severe tax implications of…

Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.

You can make contributions for 2014 as late as April 15. But why wait?

Roth accounts are a taxpayer's dream -- creating a stream of tax-free income when you cash out in retirement. But to make that dream a reality, you have to follow a number of federal tax rules, both when putting money in and when taking money out.

Learn how to calculate required minimum withdrawals from an IRA you inherited from your spouse.

You can use after-tax 401(k) contributions to save significantly more for your retirement and reap the tax advantages of a Roth.

When thinking about retirement, there are so many options. A Roth IRA can be a powerful retirement tool.

This calculator makes it easy to compute your mandatory minimum distributions from a traditional IRA.

With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.

It can pay to save in an IRA. You get tax benefits and give your money a chance to grow for your future.

A new Roth IRA may eventually turn your kid into a millionnaire.

Baby boomers born in the first half of 1946 will turn 70-and-a-half in 2016 and need to look at retirement withdrawals.

Employers are the newest contenders for the rollover assets from your retirement plan. Here’s what to consider when leaving your job and choosing whether to leave your money in your old employer’s defined contribution plan or roll it over to an IRA.

Find out what you have to do when you inherit an IRA.

‘Do we have any recourse against my future father-in-law if he refuses to remove his custodianship?’

Don't let advisers touting sunny scenarios in hopes of snagging your IRA rollover imperil your retirement.

Be prepared to pay a 50% tax penalty if you screw up.