‘Never assume.’ Why retirement savers should be extra careful if they’re considering a 401(k) rollover now

Thinking about doing a 401 (k) rollover? It may now be harder to determine who is a true, full-time fiduciary — and thus ...

‘This is a first-world problem’: I can’t roll over my $800,000 401(k) from my prior employer. What did I do wrong?

“I am frustrated.” ...
Financial Advisor

When A Retiree 401(k) Rollover Is A Bad Idea

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 ...
Nasdaq

Here's How to Do a 401(k) Rollover Right, According to a Financial Planner

Cashing out your 401(k) is easy, but it may result in tax penalties this year. With a direct 401(k) rollover, the funds never pass through your hands, and there's no risk of triggering immediate taxes ...

How to Rollover Your 401k (or 403b or 457b) to an IRA

Broadcast Retirement Network's Jeffrey Snyder discusses the factors individuals need to consider before rolling over their ...
Business Wire

Betterment & Capitalize Partner to Modernize 401(k) Rollovers

NEW YORK--(BUSINESS WIRE)--Betterment, a trusted wealth & savings platform, and Capitalize, the industry’s award-winning platform for digital retirement account transfers, today announced a new ...
Rutland Herald

5 Simple Steps to Roll Over Your 401(k) Into an IRA

If you have left a job or are near a job shift, you must roll your 401(k) into an IRA. With this smart move, you can cut fees, gain more fund options, and keep all your cash in one spot. No doubt, the ...