Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

There's an easy solution that won't land you in hot water with the IRS.

While some insurers will issue an annuity for as little as $10,000, the reality is it usually takes a six-figure investment to produce a meaningful income in retirement. For the average American, the ...

It’s guaranteed income, but understand what it will cost you Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's ...

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

A new Labor Department rule that raises the legal bar for investment advice about retirement savings is at risk of being overturned in court, according to attorneys. The so-called "fiduciary rule," ...

A 401(k) rollover to a new employer’s plan offers simplicity and tax-deferred growth, ideal for those with strong plan options. Converting a 401(k) to a Roth IRA provides tax-free withdrawals and ...

While advisors were slightly more active in advising on retirement rollovers, they were left out of most of an estimated $1 ...