Category: 401(k) & IRA
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What Happens to Your 401(k) When You Change Jobs
Leave it, roll it, or cash it out: the rules for a 401(k) after a job change, the $7,000 force-out threshold, the 60-day trap, and how to find lost accounts.
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Roth IRA Basics: Who Qualifies and How to Start
The 2026 Roth IRA limit is $7,500, or $8,600 at 50-plus, with income phase-outs starting at $153,000 single. Who qualifies and how to open one.