IRA conversion: traditional accounts to Roth . If you have a traditional IRA, converting it could be a simple matter of ...

Investors can roll over a 401(k), 403(b), or 457 plan to a Wealthfront traditional or Roth IRA. Wealthfront also offers tax loss harvesting, auto rebalancing, and smart beta technology.

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

You’ll only be able to select from the available investments within your plan. Complete a Roth IRA rollover (optional): Once you only have After-tax balances left in your IRA, you can ...

With many Americans holding a significant portion of their retirement portfolios in 401(k) accounts, investors interested in ...

They can maintain the Roth IRA as an inherited Roth IRA or execute a spousal rollover to treat the Roth IRA as their own. Assume that surviving spouse opts to maintain the account as an inherited ...

The Backdoor Roth IRA is a valuable retirement savings tool for high-income earners looking to maximize tax-free retirement ...

It makes sense for the Redditor to roll their funds from a traditional 401(k) plan into a traditional IRA. It’s also a good idea for the person to roll over the Roth 401(k) into a Roth IRA.

It offers low fees, solid investment options and maybe even some other perks like a Roth ... reverse rollover is when you transfer funds from an IRA into an employer-sponsored 401(k) plan.