EDITOR'S PICKS

• Time to Quit Your Old 401(k)s?

  When changing employers, many workers leave money in the company retirement plan. But moving the dollars to your new firm or an IRA might be a better deal. Here's how to decide.

• Rolling Over Retirement Accounts

  Here's what you need to know in order to get each rollover right.

• Nine Frequently Asked Questions About IRAs

  Your questions answered on Roth withdrawal rules, spousal IRA contributions and more.

THE LATEST

• February 10, 2013

  Charitable Rollover Not Deductible

  WSJ.com

  Q: Is it a change that charitable IRA rollovers may not be claimed as a deduction? In the past, I was told that you could "double dip"—that is, count the rollover as nontaxable income and then claim a deduction for the amount donated.

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  February 3, 2013

  What a Tangled Web We Leave

  WSJ.com

  When Alexandra Kaye's husband died last year of a heart attack at age 57, she thought she was well prepared financially—until she started wading through the day-to-day details.

• January 27, 2013

  A Twist to the 'Charitable Rollover'

  WSJ.com

  An unusual deadline is coming Jan. 31 for some older taxpayers.It's the latest twist in the long-running saga of the "IRA charitable rollover," a popular tax-law provision that expired at the end of 2011 but has been resurrected as part of ...

• January 22, 2013

  Switching jobs? Ditch your 401(k); Commentary: Employers are bad fund-pickers, so switch to an IRA

  MarketWatch

  Let’s be blunt: Chances are, your employer stinks at picking mutual funds.You might not be much better at it, of course. But before you even select from among the offerings in your 401(k) or other retirement plan, you’re depending on your ...

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  January 18, 2013

  IRA Donations Get a Break; New Rules Reinstate Tax Treatment for Gifts to Charity

  WSJ.com

  Better late than never.On New Year's Day, Congress renewed the highly popular but expired individual retirement account charitable-rollover provision for people at least 70½ years old. The extension is retroactive to Jan. 1, 2012, and will ...

• January 6, 2013

  IRA Charitable Rollover Is Back

  WSJ.com

  When it comes to taxes, never say die.As part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA charitable rollover," that had expired at the end of 2011.

• August 16, 2012

  Rolling over Uncle Henry’s 401(k)

  MarketWatch

  Just a few years ago, many non-spousal inheritors had no tax-deferral option when they inherited all or part of a deceased individual’s qualified retirement plan account. By qualified retirement plan, I mean 401(k) plans, profit-sharing ...

• July 27, 2012

  Make a smarter tax move on IRA rollover

  MarketWatch

  In most cases, the strategy of rolling over a company retirement plan payout into an IRA is a good idea. That way, you can continue to defer taxes on the rolled-over balance—as well as future income earned on that balance—for as long as you ...

• October 8, 2011

  Getting the Most From a Lame 401(k) Retirement Plan

  WSJ.com

  It isn't easy picking investments when quality bonds offer meager yields, stocks seem bipolar and the richest economies are struggling to expand. But many 401(k) investors face an added challenge: choosing from a mutual-fund menu that ...

• June 4, 2011

  Don't Play Dead With Your Rollover

  WSJ.com

  The Great Rollover Hunt is on. Some $350 billion will be rolled over into individual retirement accounts from 401(k)s and other workplace accounts this year, up from $330 billion in 2010, according to Financial Research Corp., an investment ...