Fidelity 401K Rollover process:
0:00 Fidelity Investments: Rollover 401K (Rollover IRA 2021)
0:25 Why Fidelity?
1:26 Rollover Process
5:29 What mutual funds do I invest in for my retirement account?
FBGRX Fidelity Blue Chip Growth Fund
#FidelityInvestments #401kRollover #Rollover401k
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Jamie Beath 👇
I am a husband and father of three who is working toward financial independence. I paid off my home in February 2021 and I invest regularly to work to be financially independent by Dec 2025.
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LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
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Fidelity 401K Rollover process: https://www.fidelity.com/go/401k-rollover-hub
When you did the rollover, did your old financial institution (i.e. Merrill Lynch in your case) sell your index funds, then transfer the cash?
OR did Merrill Lynch transfer the shares (meaning not selling the shares to convert it to cash)?
good video but
the ding/bell sound asking viewer to subscribe is very annoying….
I have a 401k with fidelity and we are very limited on what we can choose to direct the funds to, will the Roth IRA make it to where I can put it towards mining companies and precious metals specifically? If not, should I just pull it out and take the hit and use what they leave me with to do it?
Hi , thanks for the video, I got a question , since the market in down this year from my 401k , Iam leaving my job at the end of this year , do I roll over try 401k while still down or wait till go back up first before I transfer
Or it doesn’t matter ? Thanks
Good info. I wish you shown walkthrough part Invest your money step process also.
Got a Question, i have $50k rollover IRA to make. I like to break into 3 investments. 1. $25k on CD 6 mos. 2. $20k on Mutual fund 3. $5k on index individual stock. My question is Do I need to open 3 Rollover IRA accounts for each type investment?
Thank you. Edit..new subscriber 956th.
so i have a roth ira at fidelity; can i transfer a set amount from a deferred 401k directly to the ROTH IRA and pay taxes separately? Why do i need a separate "rollover" account?
So I have a 401k with my old employer but my new employer don’t offer 401k until one year of employment . So how do I keep my money I’m trying but I can’t figure it out it says my application is still in process ?
Thank you for sharing. should we be selling our existing investment in the old 401K ? Investment : Principal S&P 500 mutual fund. trying to move from principal to fidelity.
Thanks
Thanks for the great info! What if I have a Roth IRA with Fidelity that I already maxed out for this year? Should I wait until next year to rollover?
Do you know if Fidelty reimburse fee that cost to transfer?
Rolling over a 401k? But Jamie how am I supposed to be able to invest in a 401k to begin with if I can’t stop spending money at Gucci!!!