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Reply to "Where to move $ after Vanguard?"
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[quote=Anonymous]I’m also self-employed and had my 401k moved to Ascensus. I plan to move to Fidelity. I may also close the 401k (if I can do so without causing a tax event) and roll over into an IRA at Vanguard. On Bogleheads or here, I read that Ascensus will start charging fees next year and will also charge a fee to close the account. From the forum posts I read, it sounded like Fidelity was correctly coding the rollovers whereas Ascensus was coding them “distributions.” One person said they took the check (a check!!) that Ascensus MAILED them and personally took it to a Fidelity office to be sure the IRS would see this was going from 401k to 401k and not being “distributed.” NP [/quote]
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