Tax season has arrived.
There’s the potentially sweet refund, but first, the annoying part: hunting for and gathering your documents, and actually filing your taxes.
It’s also a good time to take care of other financial business, like maxing out an IRA or rolling over an old 401(k).
To help you stay on track with filing your tax return from now until tax day April 18, take advantage of our tax calendar:
When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action.
Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.