If you’re already listed on the mortgage, most lenders allow you to renew without having to requalify as long as you aren’t ...

If one of the spouses has a larger 401 (k), once it’s rolled over, that income is taxed in the higher-income spouse’s tax ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Eric's career includes extensive work in both public and corporate ...

HSA funds are owned by you and can be rolled over to a new account when changing jobs. You can opt for a direct trustee-to-trustee transfer to avoid penalties and tax issues. Unlike FSA funds, unused ...

Roth IRA rollovers allow tax-free growth by transferring funds from other retirement accounts. You can't roll over an inherited IRA into a Roth IRA. To start the rollover process, contact the plan ...