If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...

Investors move their IRAs for many reasons. They might want to change financial institutions, work with a new advisor, or consolidate multiple IRAs. Whatever the reason, care must be taken when ...

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...

IRA owners can only make one indirect rollover every 12 months across all IRAs, a rule that applies to all accounts combined rather than one per account, as many savers mistakenly believe. Bob's ...

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on your tax return. The forms you receive, what each figure represents and how ...

If you have an IRA and want to roll it over to another retirement account, there's some good news: It's entirely doable. However, a rollover is not without risk. Consider this a primer on the ...

Millions of Americans switch jobs every year, and some invariably leave a crucial financial task unfinished: their 401(k) rollover. Processing Content A new white paper from Retirement Clearinghouse ...

A U.S. District Court in Texas struck down a Biden-era rule that would have required more financial advisors to act as fiduciaries when advising on 401(k) rollovers. Other regulations, such as the SEC ...

Gold IRAs can be a worthwhile diversification tool, helping hedge your retirement funds against inflation. But opening one is a more involved process than opening a regular IRA. One step you'll likely ...