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 ...

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

Any rollover-eligible portion of ... Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides consulting on the tax laws and operational requirements that apply to IRAs ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...