rollover

When is the best time to rollover your 401(k)?

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Rolling over a 401(k) to an account you own is a good idea, but the getting the timing right is important too. … Read More

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How to rollover your 401(k) to Fidelity

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I explore the process of doing a rollover of a 401(k) to an IRA at Fidelity Investments for the first time. UPDATE: Added in details on whether you are rolling over pre-tax funds or Roth funds. I’ve been taking a … Read More … Read More

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Buggy flip

Can you do a partial rollover of a retirement plan?

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So I made the decision to rollover my retirement account from TIAA(-CREF) to an IRA. I had done a transfer of a Roth IRA from Scottrade recently, and the process was seamless. I had also, a few years before, converted a … Read More … Read More

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