Welcome to a special edition of the Wealth Adviser Briefing featuring stories from today’s report on wealth management. We take a look at the pros and cons of rolling over a 401(k), how the IRS is turning up the heat on nonfilers and more.

This newsletter was compiled by WSJ features editor Cristina Lourosa-Ricardo. To view the full special report, please visit our website.

One of the major financial decisions confronting older workers is what to do with your 401(k) plan once you retire. Should you roll it over to an IRA or leave it where it is? There are things to consider—and important implications—for both options, writes Olivia S. Mitchell of the University of Pennsylvania's Wharton School.

• A financial gameplan for a couple who want to save more

The Wealth Adviser Briefing covers topics of interest to wealth managers, financial planners and other advisers. The content is curated by the Dow Jones Newswires team using articles from the Newswires, Barron's, MarketWatch and The Wall Street Journal. The briefing is delivered to subscribers by email each workday morning at 6:30 a.m. ET. You can sign up here for email delivery. 

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