You have to make a lot of decisions when you retire, and among the biggest is what to do with your workplace retirement savings. No matter how much money you have or how you intend to invest it, you h...
Tag: rollover
Top 5 401(k) Rollover Questions to Ask Your Advisor
You might think 401(k) rollovers are less common than they actually are. Like dusty boxes in an attic, many people have an employer-sponsored plan from a former job, such as a 401(k), lying around. It...
Doing a Roth Rollover? Beware the 5-Year Rule
The Roth IRA has been called “the Swiss Army knife” of personal finance because of its flexibility and the tax-free status of its earnings. That’s the reason so many retiring workers...
Ford Seeks New Trial After $1.7 Billion Jury Verdict in Truck Rollover Lawsuit
Listen to article (1 minute) Ford Motor is asking a Georgia court for a new trial, after a jury reached a $1.7 billion verdict against the auto maker last month involving a truck rollover accident tha...
Ford Faces $1.7 Billion Verdict in Fatal Rollover of F-250 Pickup
Ford Motor is facing a potential $1.7 billion in punitive damages after a Georgia jury reached a verdict Friday in a case involving a 2014 rollover of a Ford F-250 pickup truck that left two people de...
Will Your 401(k) Rollover Count as an IRA Contribution?
SmartAsset: Does 401(k) Rollover Count as IRA Contribution? If you have an old 401(k) at work, you might decide to roll it over to an individual retirement account (IRA). But does 401(k) rollover coun...
These Hidden Fee Differences Could Cost You Thousands After a 401(k) Rollover
Smart Asset: These Hidden 401(k) Rollover Fees Could Cost You Thousands Many employees roll over their 401(k) plans into individual retirement accounts (IRAs) when they leave their jobs to avoid immed...
The DOL has a new IRA rollover rule for advisers to follow
IRA rollovers are common, whether they’re from an old 401(k) or just one account to another, but a newly implemented Department of Labor rule says financial advisers suggesting the move have some expl...
This New Rule Will Bring a Big Change to Your Retirement Plan Rollover
SmartAsset: New Fiduciary Rule for Retirement Plan Rollovers Billions of dollars are moved annually from 401(k) plans to IRAs. And starting in July, the U.S. Department of Labor (DOL) will mandate tha...
Watch out — this one mistake could cost you thousands when you rollover your 401(k) to an IRA
Here’s a pro tip that can hardly be said often enough. When you change jobs and you think about rolling over your old company’s 401(k) to an IRA…watch out for all the extra fees. “Thousands of dollars...