Author name: James Whitfield

In 2026, California taxes 401k rollovers to traditional IRAs at $0 — no state income tax applies to direct rollovers. […]

Yes, a 401k rollover while still employed is possible in certain situations — but only if your plan allows an

The SECURE 2.0 Act introduces several key changes affecting 401k rollovers in 2026, including higher RMD ages, expanded rollover windows,

A 401k rollover requires gathering specific documents before initiating the transfer, including your most recent account statement, Social Security number,

Rolling a 401k into a SEP IRA is generally cheaper than rolling into a traditional 401k plan. SEP IRAs typically

Rolling over a 403b to an IRA typically costs $0 to $150 in fees, takes 2–6 weeks to complete, and

A Solo 401k rollover typically costs $0–$150 in administrative fees and takes 3–10 business days to complete. You can roll

Hidden fees in 401k rollovers can quietly cost you hundreds or even thousands of dollars. Common charges include outgoing transfer

A direct rollover transfers retirement funds straight from your old plan to a new custodian with no taxes withheld, while