Direct rollovers. A direct 401(k) rollover gives you the option to transfer funds from your old plan directly into your new employer’s 401(k) plan without...

Nothing, usually. The spouse who owns the nonmarital—or separate property—keeps it. However, in considering a monetary award, and in deciding on alimony, ...

Catch-up contributions for those age 50 and over You may contribute additional elective salary deferrals of: $6,500 in 2021 and 2020 and $6,000 in 2019 – ...

The IRS allows penalty-free withdrawals from retirement accounts after age 59 ½ and requires withdrawals after age 72 (these are called Required Minimum D...

This step-by-step guide to enrolling in Texas’s 529 college savings plans makes it easier for Texas parents and grandparents to open a 529 plan. Choose a ...

While some say you only have 30 days, others believe you have up to six years. So, what is the real answer? It is commonly accepted that you have up to fo...

You cannot roll over a traditional individual retirement account (IRA) into a 529 plan without paying taxes. The Internal Revenue Service (IRS) considers ...

Like any other small business, sole practitioners and small law firms need a good retirement plan. Offering a 401(k) plan is a fundamental component in a ...

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Typical processing time for a loan is 5 to 7 business days. However, in cases where vesting applies, where information is missing or for special handling ...