When rolling over a 401(k), there are two options for completing the transaction: a direct rollover and an indirect rollover. In a direct rollover, the administrator of the 401(k) will either wire the ...
The 60-day rollover rule typically kicks in when you transfer money between retirement accounts, but this applies to other types of accounts as well. Not rolling over your account within 60 days of ...
A new Labor Department rule that raises the legal bar for investment advice about retirement savings is at risk of being overturned in court, according to attorneys. The so-called "fiduciary rule," ...
A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information ...
Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.
The U.S. Labor Department issued a rule that aims to raise the legal bar for investment advice to retirement savers. Rollovers from 401(k) plans to individual retirement accounts are a key focus of ...
The Department of Labor issued a so-called "fiduciary" rule in April governing advice to retirement investors, such as those in 401(k) plans and individual retirement accounts. Insurance groups sued ...