Choosing to roll over a 401(k) into a Roth IRA when you switch jobs can be a good choice, but this retirement strategy comes with tax implications.
ReadAn early 401(k) withdrawal can be a tempting way to get money fast. Before you do, learn about the penalties of a 401(k) early withdrawal and alternatives.
ReadFrom withdrawing your retirement funds to rollovers into an IRA, learn about the 4 best options available for your 401(k) when changing jobs.
Read3 in 4 people don't know what 401(k) fees they're paying. Learn what they are - and how to reduce them - to save smarter.
Read1 in 2 people reading this have the option to save for retirement through a 401(k) or 403(b). But do you know the difference?
ReadLearn how your 401(k) works after retirement to figure out your options, whether you should roll it over, and how to minimize taxes.
ReadEmployer 401k match is when employer makes contributions to your retirement account with your own contributions. Capitalize helps to understand how does 401k match work
ReadMake sure you understand the potential taxes and penalties you may owe if you don’t pay the funds back on time.
ReadAn Individual Retirement Account - or IRA - is a popular retirement savings account. Opening an IRA is a pretty simple process.
ReadBoth 401(k)s and IRAs are retirement accounts with special tax advantages, but they tend to be used for different purposes.
Read401(k) accounts have good tax advantages that make them a great way to save for retirement. Here are the 401(k) contribution limits for 2022.
ReadMany people wonder when they can access their 401(k) funds. Read on to learn what you need to know about 401(k) withdrawals.
ReadIf you left your employer years ago, finding old 401(k) accounts can be a challenge. Learn how to find old 401(k) accounts or let Capitalize find them for you.
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