Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Rolling over 401k (from former job) into IRA- now or wait?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]I just did this. You need to call Fidelity, not Vanguard. Fidelity probably has some forms that you need to fill out, and you should pick "direct rollover" and then just put in the info that Vanguard provided when you set up your account (I got a note in my messaging center that had the address to send a check to, account number, etc). In my case the forms from my institution had an option for them to send me the check, or for them to just send directly to Vanguard (which is the better option). If you choose for them to send you the check you need to get it to Vanguard within 60 days to avoid tax penalties.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
