Results for Rollover IRA

Many generations before us found jobs they kept for 20-40 years before retiring. But in our generation, we might have a job for a few years then find new employment to further our career or to find a better opportunity. Did you know you can take your Employer Retirement account with you when you leave? Your 401(k) or Roth 401(k) can be rolled in...

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?

You can move your money into a tax-deferred account like an individual retirement account (IRA). Ask your old plan administrator to do a

Depositing your tax refund into a new or existing IRA from State Farm can be a great way to invest in your future. Find out more today.

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.

The regulations allow taxpayers to allocate pretax amounts to direct rollovers, rather than having to make pro rata allocations.

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.

Here's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, convert only the after-tax dollars to a Roth IRA, and roll the pre-tax dollars into a traditional IRA. (By rolling over/converting only the after-tax dollars to a Roth IRA, you avoid paying any income tax on the conversion.)

Roth IRAs provide a tax-advantaged haven for retirement savings, along with a number of other compelling benefits.

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.

No matter what you may have heard about IRAs, it's time to set the record straight.