Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Also, participants can only do an indirect 401 (k) plan rollover once in a 12-month period. If they do this again before a year has elapsed, the entire balance of the second rollover will be counted ...

The bipartisan bill seeks to update the notice with “plain and concise language” regarding retirement plan distribution ...

Contact your plan administrator for a trustee-to-trustee transfer to avoid tax issues during rollover ... you take money out of your retirement account later. Image source: Getty Images.

A check would need to be made out to the institution's (or custodian’s) name for your benefit. Another key piece to doing a 401(k) rollover the right way is to continue investing and decide how ...

Image source: Getty Images. A rollover IRA is the resulting ... if you take an indirect rollover of $10,000 from a 401(k), you'd receive a check for $8,000, and the government would receive ...

Still, the decisions that you make today can cost you a lot more in the future, so it’s smart to weigh your 401(k) rollover options ... plan’s documents. So check there first, if you ...