View Single Post
KFC911 KFC911 is offline
?
 
Join Date: Apr 2002
Posts: 31,010
My last 401k was with Fidelity, and having been very pleased over many years, I decided to "roll" my other IRAs. etc. "under the same roof". Fees are EXTREMELY reasonable imo, and I did not want to "consolidate accounts" (for future IRS considerations)...just wanted to have them all in one place. Set up an IRA with whomever you choose, and let them "transfer/pull" your funds from the old IRA...very easy to do.

ps: I spent a career with two of the mega-banks some time back...I wouldn't go near them, but that's just me

pps: I've never personally met with anyone...initiated it and handled it all online. It might be different if you don't already have a 401k., etc. but that's my .00002 cents

Last edited by KFC911; 01-08-2012 at 01:30 PM..
Old 01-08-2012, 01:26 PM
  Pelican Parts Catalog | Tech Articles | Promos & Specials    Reply With Quote #5 (permalink)