If you’re a parent who set up a 529 plan to save for your child’s college costs, but find that circumstances have changed and the funds are no longer needed for school, the money can be used in other ...

What Is a Rollover in Retirement Accounts? A rollover in retirement accounts refers to the process of moving funds from one retirement account to another. It is a way to consolidate retirement savings ...

According to a 2024 research report, $595 billion was rolled over from employer plans to traditional IRAs in 2020. That report also stated that 62% of US households—or 25 million—with IRAs rolled over ...

A reverse rollover is when you roll funds from an individual retirement account (IRA) into a 401k or other workplace retirement account. But before you can initiate a rollover — you first need to ...