If you’ve ever changed jobs, chances are you’ve considered rolling over your old 401(k) to an individual retirement account.

Properly implemented, an in-service distribution could be a worthwhile money move to consider, allowing you financial flexibility rarely associated with most retirement accounts. But how do you know ...

If you have a 401(k) and you have just turned 59½, your plan may already allow you to move money out while you keep working and keep contributing. It is called an in‑service rollover, and it ranks ...

You might be able to transfer a portion of your 401(k) to an individual retirement account (IRA) while still employed. This is known as an in-service withdrawal. While in-service withdrawals can be a ...

A recent IRS letter ruling provides helpful clarification on the interaction of in-service distributions to active employees (Code section 401(a)(36)) and the requirement that Code section 401(h) ...

Workers who hit 59½ can roll part or all of their 401(k) into an IRA penalty-free while still employed and contributing. IRAs unlock individual stocks, ETFs, and Treasuries yielding 4.69%, investments ...