When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover — especially into an IRA ...

However, there are no income limits on doing Roth conversions from other accounts. You can roll over funds from 401(k)s, 403(b)s, 457 plans, traditional IRAs, SEP IRAs and Simple IRAs. To start the ...

In the most recent Ask The Hammer, a reader asked: I have three inherited retirement plans, two of which are 403(b) plans. I've had them for three years now. Can I still convert them to an inherited ...

"I have three inherited retirement plans, two of which are 403(b) plans. I've had them for three years now. Can I still convert them to an inherited Roth IRA? Is it the same method as converting an ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

The Treasury Department and the Internal Revenue Service issued proposed regulations Friday for several provisions of the SECURE 2.0 Act, including ones related to automatic enrollment in 401(k) and ...

I read your column: I accidentally overfunded my IRA last year - how much trouble am I in? and in it you mentioned an improper rollover. What makes a rollover improper? Doesn't one company just send ...