Retirement in 2024 looks completely different than it did 20 years ago. More individuals are easing into retirement with a reduced work schedule or more flexible work hours, and some are continuing to ...

If you’ve ever changed jobs, chances are you’ve considered rolling over your old 401(k) to an individual retirement account. But can you roll over your 401(k) even if you haven’t changed jobs? The ...

Many Americans are unintentionally leaving pieces of their retirement savings behind when they change jobs. Small 401((k)) ...

A new report by Capitalize, a tech platform focused on locating and transferring retirement assets, highlights numerous significant hurdles that retirement savers face when attempting to roll over ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Kathleen Elkins Every time Kathleen publishes a story, you’ll get an alert straight to your ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, July 30th. I'm J.R. Whalen ...

The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...

If you have a 401(k) account and recently left your job or were laid off, you might be wondering what to do with your retirement investments. But even if you left your employer some time ago and still ...

Properly implemented, an in-service distribution could be a worthwhile money move to consider, allowing you financial flexibility rarely associated with most retirement accounts. But how do you know ...

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 ...