Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, simplify recordkeeping, and prevent double taxation.

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of financial planning if you rely heavily on IRA funds for retirement. An IRA rollover ...

Moving your retirement savings around can feel intimidating, but it doesn’t have to be. A rollover 401(k) lets you transfer money between accounts — like rolling over a 401(k) into an IRA or, in some ...

Many retirement plan participants choose to rollover their 401(k) or other employer sponsored plan to an IRA at retirement. You may find that your current IRA can be improved by a rollover to a new ...