My wife is currently working and has a traditional IRA with approximately $350,000 to $400,000. She is almost 65 but not ...

IRAs do not offer loans, although some 401(k) plans do. IRA funds can be accessed via 60-day indirect rollovers while avoiding penalties, but this can be a risky option. 401(k) loans permit ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However ...

Robo-advisors are going beyond the typical welcome bonus for new account holders — you can now earn a match on your IRA ...

I am a 66-year-old retired woman. I left my 401(k) with my old employer – roughly about $300,000 – but now I’m thinking about ...

Though the question is a logical one, it rarely arises because IRA rollovers generally move in the opposite direction, with investors transferring their 401(k) assets to an IRA when they leave a job.

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

What's a capital gains rollover, and how can it be used to your advantage? Tax experts give us the lowdown on lowering your ...

ICI’s research shows that individual retirement accounts are a significant component of U.S. households’ retirement planning.

Fidelity Investments has launched a no-fee IRA product for U.S. adults to invest in cryptocurrency in a tax-friendly manner.

Navigate the intricacies of Traditional IRA rollovers, understand tax implications, avoid penalties, and optimize your ...