This article was originally published in Utah News Dispatch. Changes that started with federal legislation passed in 2022 are now in effect for those with 529 education savings accounts. Now, besides ...

The company will use the $19 million capital raise to support locating and then transferring legacy retirement account rollovers. Capitalize Money Inc., a firm that digitally transfers retirement ...

Aimee Picchi is the associate managing editor for CBS MoneyWatch, where she covers business and personal finance. She previously worked at Bloomberg News and has written for national news outlets ...

PHOENIX — If you're saving for retirement with a 401(k) or individual retirement account, it's easy to lose money to taxes and penalties when moving money between accounts. A lot of investors make ...

What Is a Pension Plan Rollover to 401(k)? A pension plan rollover is a process that enables individuals to transfer the assets from their traditional pension plan into another qualified retirement ...

The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...

The Individual Retirement Account (IRA) is marked by its variety, allowing individuals to tailor their retirement savings to fit their unique financial situations and goals. There are two prominent ...

Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart depending on your situation. You might also opt for an IRA transfer, where you ...

NEW YORK--(BUSINESS WIRE)--Capitalize, the industry’s first platform for online retirement account transfers, today announced a new partnership with Webull, a leading digital investment platform.

Broadcast Retirement Network’s Jeffrey Snyder discusses making the IRA rollover process from a retirement plan more efficient with SS&C Technologies’ Jonathan Wolff. Jeffrey Snyder, Broadcast ...

CHICAGO (Reuters) - John Turner wondered if he should roll over his federal government retirement account into an individual retirement account. So he called 15 IRA providers to get some guidance.