Also, ensure you know the tax implications of a 401(k) rollover before moving your assets ... and fees is set forth in SoFi Wealth's current Form ADV Part 2 (Brochure), a copy of which is ...

a rollover could potentially prevent additional tax liabilities. Here’s a simple three-step guide: Report the total distribution from an old retirement account on line 4a of Form 1040 and a ...

Millions of Americans will at some point face the decision of what to do with their old 401(k) accounts as they switch jobs or find themselves out of work and can no longer contribute to the account.

The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate ...