You just landed a new job, and with it, an opportunity to move your career forward. Now comes an important decision: what should you do with your 401(k) from your former employer? While you can choose ...
This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...
Options may include rolling it into an IRA or a new employer’s retirement plan. Cashing out your 401(k) could leave you with penalties and taxes on your distribution. Many Americans will, at some ...
On today’s “CT BUZZ,” Host Natasha Lubczenko welcomed back Michael Lehrhaupt, President of Strategies for Wealth Management, ...
Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...
If you’ve recently left your job, one of the biggest financial decisions you’ll face is what to do with your old 401(k). Should you roll it over into an IRA, move it to your new employer’s plan, or ...
What Are 401(k) Transfers? In the context of a job change, a 401(k) transfer refers to moving your retirement savings from your current employer's 401(k) plan to a new plan offered by your future ...
Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...
Helping clients decide what to do with their 401(k)s after they leave the workforce can be complicated. There are many factors to consider, from investment returns to taxation to inheritance issues ...
401(k) accounts are portable. That’s good news if you change jobs or want to improve your retirement savings potential by switching to another provider with better investment choices or lower fees.
A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...
When you leave a job where you had a 401(k) it's important to understand what your options are for rolling over your tax-advantaged plan. Cashing out is another option but can result in significant ...