Accidentally opening 2 Roth IRA accounts on Fidelity can happen to the best of us. Whether it was a momentary lapse in attention or a technical glitch, it’s essential to know how to fix the situation without incurring any unnecessary fees or penalties. In this guide, I’ll walk you through closing a duplicate Fidelity Roth … Read more
The only option available is to sell shares in your non-retirement brokerage account and contribute the cash proceeds to your Roth IRA account to invest. The only option available is to sell shares in your non-retirement brokerage account and contribute the cash proceeds to your Roth IRA account to invest. Someone asked: What is the … Read more
Many 401k plans, including those administered by Fidelity, come with various fees, including Record Keeping Fee, which is associated with administration and management of the plan. Many 401k plans, including those administered by Fidelity, come with various fees, including Record Keeping Fee, which is associated with administration and management of the plan. Someone asked: I … Read more
Someone asks:
I currently have a 401k (matched) that I’m planning to transfer to a Fidelity rollover IRA because of the limited investment options I have on my 401k. I do have Roth IRA and brokerage account. I have the following questions…
Someone asks:
Leaving my employer in two weeks. Any pointers on how to roll over 401k into a Traditional IRA with Fidelity?
How to Perform a 401k Rollover on Fidelity
Start by creating your Traditional IRA. Call your 401k, provide the i…