Direct Rollover

An employer-sponsored retirement plan where employee benefits are sorted out based on a formula using factors such as salary history and duration of employment. Investment risk and ...

A retirement plan in which a certain amount or percentage of money is set aside each year by a company for the benefit of the employee. There are restrictions as to when and how you can ...

An investing tool used by individuals to earn and earmark funds for retirement savings. There are several types of IRAs: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. ...

A rollover is when you do the following:1. Reinvest funds from a mature security into a new issue of the same or a similar security. 2. Transfer the holdings of one retirement plan to ...

A retirement plan that an employer or self-employed individuals can establish. The employer is allowed a tax deduction for contributions made to the SEP plan and makes contributions to ...

A retirement plan that may be established by employers, including self-employed individuals. The employer is allowed a tax deduction for contributions made to the SIMPLE. The employer ...

A transfer of funds from a retirement account into a Traditional IRA or a Roth IRA. This can occur either through a direct transfer or by a check, which the custodian of the distributing ...

Consolidating retirement assets? Make sure you account for pre-tax and after-tax assets separately.

Half of Americans lose their nest eggs when they switch careers. Learn why you should avoid this trap.

Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do.