Rolling Over a 401(k) to a Roth IRA: Should You Convert to a Roth?
Updated for 2024. What are your 401(k) rollover options? You may consider rolling over an old 401(k) to a Roth IRA, which is properly described
Category: IRA Rollover
How Does an IRA Rollover Work?
How to roll over a 401(k) to an IRA in 5 steps Rolling over an old 401(k) after you leave your job is easy, but
Transferring Benefits When Switching Jobs
A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan
Asset Protection For Retirement Plan Rollovers
A popular strategy for investors changing employers is a 403(b) or 401(k) rollover to an IRA. But it doesn’t make sense in every situation and
What Happens to My 403(b) If I Get Fired or Laid Off?
If you get fired or laid off from your job, consider the options for your old 403(b). In most situations, rolling your 403(b) over to
What Should You Do With Your Old 403(b)? Here Are Four Options.
Updated for 2022. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the