Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

If you have an IRA and want to roll it over to another retirement account, there's some good news: It's entirely doable.

The IRS has announced 2026 retirement-related tax changes, including higher standard deductions, a new Senior Bonus Deduction, and updated 401(k) limits with Roth catch-up mandates for high earners.

In response to a recent call from a financial advisor in Florida, the ERISA consultants at the Retirement Learning Center (RLC) address a question on replacing a SIMPLE plan with a safe harbor 401(k) ...

Rolling over a 401(k) into a Gold IRA is a strategy many investors use to diversify retirement savings and protect against ...

If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching funds in a 401(k) ...

Deciding what to do with your 401(k) depends on your financial goals, investment preferences, and the features of your ...

Court decisions vacated the Biden administration's DOL rule — but that didn't make rollover rules easy, experts say. Firms ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

Learn how to diversify with a Gold IRA. Compare rollover and transfer options, including direct and 60-day rollover methods, ...

Discover withdrawal rules, rollover options, and tax implications of 457 plans for a smarter post-retirement savings strategy ...