I have a 401(k) that only has "post-86 after-tax" contributions and earnings. I left the company and was thinking about rolling over the whole balance to a personal Roth IRA. This would be a direct ...
I have read on Personal Finance & Money that you can keep any and all of the 401(k)s or other options that you've had through previous employers. But how are you able to transfer them all into ...
My wife is having trouble rolling over her 401k (with ING, now Voya Financial) from her previous job into her Vanguard IRA. Apparently she needs my permission to roll the account over because it's a ...
I have a Roth 401k from a prior employer and I want to roll it into a Roth IRA. For simplicity, let's assume there are no pre-tax employer match funds in the 401k, only my after tax contributions and ...
I am looking for some advice on what to do with the Money from a previous employer 401k. I currently have the checks that were issued to the trust of my new employer's 401k service. I have not sent ...
I got an IRS letter that states my return does not match the records they have from others. In particular, it shows I reported $0 but they were reported a non-zero amount for taxable retirement ...