Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

Here’s what you need to know about Roth IRAs, including contribution and income limits, and all the perks that make the Roth ...

The House and Senate bills would help workers consolidate retirement savings by allowing rollovers from Roth IRAs into employer-sponsored Roth accounts such as 401(k)s and 403(b)s. Lawmakers in both ...

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Strategically timing withdrawals from an existing account can save you thousands. If you’re rolling the funds from a Roth 401(k) into a Roth IRA, make sure the check is sent directly to the new ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the earnings on those contributions). The 529 funds you roll over count toward ...

The average size of rollovers for people aged 50 to 74 more than doubled since 2007, increasing from $101,400 to an estimated $220,000, according to LIMRA analysis of IRS data. Want the latest ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...