Author name: James Whitfield

When you take an indirect 401k rollover, your plan administrator is required to withhold 20% of your account balance for […]

When you leave a job, you typically have four options for your 401k: roll it into a new employer’s plan,

The one-per-year IRA rollover rule limits you to one indirect (60-day) rollover between IRA accounts in any 12-month period, regardless

SECURE 2.0 Act changes affecting 401k rollovers in 2026 include higher catch-up contribution limits, new RMD age thresholds, and expanded

When you roll over a 401k, the IRS requires your plan administrator to withhold 20% of the distributed amount for

Why Texas Workers Have Unique Advantages When Rolling Over a 401k If you live in Texas and you’re changing jobs,

Why Retirees Are Flocking to Texas in 2026 Texas has become one of the most popular retirement destinations in the

Understanding Texas 401k Rollover Basics If you’ve recently left a job in Texas, retired, or simply want more control over

Rolling over a 401k typically costs between $0 and $200 in direct fees, but hidden charges can significantly increase that