Don't rollover your work account into an employer controlled account. You're screwing yourself if you get that.
Get a SDBA through Fidelity and DIY. You probably have way more than enough to get a personal advisor too. You will make WAY more money that way. If your balance is more than 250k, they'll roll out the red carpet for you.
Hi 👋 I have an an account with Vanguard from previous employer sitting at around $380k. What value/service would I get from rolling it to say Fidelity? It’s all currently sitting in a dirt-cheap target date retirement fund.
I’m considering rolling over close to 50k to my current employer so I can leverage 401k loans which I believe you can only do with the plan you’re currently employed & enrolled with.
Don't rollover your work account into an employer controlled account. You're screwing yourself if you get that. Get a SDBA through Fidelity and DIY. You probably have way more than enough to get a personal advisor too. You will make WAY more money that way. If your balance is more than 250k, they'll roll out the red carpet for you.
Hi 👋 I have an an account with Vanguard from previous employer sitting at around $380k. What value/service would I get from rolling it to say Fidelity? It’s all currently sitting in a dirt-cheap target date retirement fund. I’m considering rolling over close to 50k to my current employer so I can leverage 401k loans which I believe you can only do with the plan you’re currently employed & enrolled with.
Op did not ask for rollover, a yes/no question does pendo provide mega backdoor roth.