Where (what financial institution) does your IRA live?
Nov 27, 2021
3 Comments
What I am trying to accomplish: I currently have a vested 401k balance around 100k within Fidelity that I would like to roll into an IRA.
The strong majority of my contributions have been ROTH, if I understand correctly I can roll the entire ROTH balance into a ROTH IRA.
Where should I do this? Where do ya'll have your IRA held? Do you leverage a financial advisor? I'd hate to give away my money in fees, but if it's the smarter thing to do let me know....
TC: 225k
EDIT: I do not have an option to roll my 401k into a "new employers 401k"
comments
Fidelity is fine, id probably use that to avoid having multiple accounts. Any of the big names have comparable offerings. Vanguard or Schwab would be fine as well
There’s probably no need to pay anyone to help with this. There should be an online process to do it but you can also call up fidelity or whoever you want to transfer the funds to if you want help