You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

If you're inheriting an IRA, you might think you can let that money sit and grow until you need it. But there are rules ...

You can earn a cash bonus if you open a brokerage account (retirement accounts aren’t eligible) and fund it with $1,000 or ...

Over a dozen transfers the veteran Milwaukee advisor made to a joint brokerage account violated Finra's rules, according to the regulator.

IRA match bonuses and transfer offers have been growing in popularity over the last year. For years, online brokerages and ...

Discover how starting early and saving more can help you avoid common retirement regrets, build lasting financial security, ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

Tien Tran logged into his wife’s Roth IRA one afternoon to check on a solar energy stock. Instead, The New York Times reports ...

Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...