Do you have an old 401k floating around somewhere? If so, you need to do a rollover IRA todayyyy! In this video, you’ll learn why you need to do a rollover IRA, a step-by-step tutorial on how to do a Rollover IRA at Fidelity, as well as ideas for rollover IRA investments. How to rollover your 401k to IRA. Including how to rollover a Roth 401k, and how to rollover 401k to Roth IRA! If you’re thinking of getting a rollover IRA at Fidelity, you should definitely watch this video.
0:05:45 – Skip to this timestamp if you’ve already done the rollover and want some tips on how to invest your new Rollover IRA!
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Everything you need to know about IRAs, 401(k)s, HSAs, and taxable brokerage accounts. What they are, which ones you need, and where to open them!
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***BOOKS I RECOMMEND***
I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
The Little Book of Common Sense Investing (Jack Bogle’s classic advice on index funds)
InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
Rich Dad Poor Dad (#1 selling personal finance book of all time… need I say more?)
Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
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This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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Thank you for another great video
What made you pick Fidelity over other places to roll everything? I am debating between Fidelity, Vanguard, and LPL.
god you are so gorgeous. You are a goddess
Hey Rose, when I am transferring my 401K from previous employer to Fidelity IRA (traditional), how much can I rollover? And if its rolled over to Roth IRA, how much tax would I be paying?
Thank you for the great video!
Just found your channel today 031822. Nice informative channel. Got a question on type investments. This vid explained e
3 types but is there another for Certificate of Deposit (CD). I just want to accrue interest on my rollover IRA. Thank you n hope you can reply. Im new Subscriber.
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What type of investment can be done with Voya 401a account?
how do you transfer your fidelity 401k to fidelity roll over IRA? Cant find the option at fidelity. The only thing I found is the option from another investment firm to fund the fidelity roll over IRA. Thanks.
My 401 K is sitting in a cash rollover account with Fidelity and it's sitting there with no interest. How do I move it to a mutual fund or index fund? Do I click "BUY" to get the money into a mutual fund?
Great video. Is it worth then converting the rollover IRA to a Roth IRA?
what is the difference between SPAXX and FDIC. which one is better for a beginner?
I'm actually trying to do this next week going into the new year. Thank you so much for this guidance. I am all in for your channel!
So… Will I be Taxed? For Rolling over?
Here’s my question:
Since I no longer am employed at my former employer, why can’t we just do a “quick transfer” from my 401K to my newly created IRA plan on the Charles Schwab site, instead of contacting my former employer to have them write me a live-check w/my IRA account number, and also having them to mail to my IRA mailing address? Isn’t getting/waiting for a written “live-check” from former employer, gonna make it take longer, for it to appear “live” in your new IRA account?? If I’m no longer working with former employer, I don’t think it’s worth the time to contact them, correct??
how do I rollover my 401b to Fidelity?
You’re the best Rose!! Thanks for GREAT information!
When I already have an IRA at Fidelity, do I still have to open a new Rollover IRA to move my money in 401k? Why can’t I use my already existing IRA? I don’t want to have two IRA accounts (regular IRA and rollover IRA).
I don't know if I have a IRA or Roth just signed up for the 403b matching with the employee with I was younger.
What if you already have a traditional and Roth IRA with Fidelity do you still have to open new ones to move your work place accounts to Fidelity?
Hey i have a question so i just contacted my previous 401k employer and they send the check to my address what should i do to put this check to my rollover ira? Thanks!
this video was amazing!! I finally did my rollover IRA after puzzling over it for years…….
Finally applying all of these tips! Anyone know if there is a max you can rollover? Ex: $10K in my Roth 401K – can I roll this entire amount over, or am I limited to the $6K limit?
I did it today thanks Rose. It literally took 10 minutes! Now I can personally customize my investment strategy.
Can you do me a favor I don’t know if you already did it or not but can you make a video of Roth conversation I have a 401k tradiational and I will like to know how I can convert my money from my 401k to my Roth IRA in Fidelity so I know I have to pay taxes which I don’t know if that will come from my pocket and I will receive some source of tax form and I pay big amount of taxes for that year I do my taxes and that will increase my income for that year. But I will like to know more about this process. Thanks Rosita and I hope I can hear soon about this God Bless You