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Personal Finance and Investing

gab13by13

(25,646 posts)

1. Simple suggestion,

Reply to IcyPeas (Original post)

Fri Feb 10, 2023, 06:56 PM

Feb 2023

I went through my local bank who works with Ameriprise, I am not suggesting anyone deal with them I am not promoting them.

You can have a Rep. come to your bank and sit down with you to discuss your situation and your options.

I also have a daughter who is a senior VP of finance at her corporation who put me on to a couple fine stocks.

Just a suggestion. Maybe your bank doesn't work that way.

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rolling over a 401(k) from ex employer into an IRA... [View all] IcyPeas Feb 2023 OP

Simple suggestion, gab13by13 Feb 2023 #1

Roll it over into a brokerage IRA account at Fidelity or another low-cost broker. Thunderbeast Feb 2023 #2

thank you for your reply. Fidelity gets good marks from what I have been comparing online IcyPeas Feb 2023 #9

Fidelity Bank (Trust) and Fidelity Investments are different companies. Thunderbeast Feb 2023 #15

I like Fidelity a lot wryter2000 Mar 2023 #16

I spoke with one of their fiduciaries last week for an hour... and IcyPeas Mar 2023 #17

The safest way is an institution to institution direct transfer -- the reason I say that progree Feb 2023 #3

thank you. good info and things to consider. IcyPeas Feb 2023 #10

As just stated above, do a direct institution to institution transfer if at all possible. Pobeka Feb 2023 #4

When my parents passed I was faced with the same type Phoenix61 Feb 2023 #5

Vanguard is famous for low fees. My wife is with them. But Tomconroy Feb 2023 #6

I agree, T.Rowe Price has good customer service IcyPeas Feb 2023 #11

I just called t Rowe price up and said I wanted to get Tomconroy Feb 2023 #14

Three places you are likely to get hit by fees: Wonder Why Feb 2023 #7

you gave me 2 great things to consider which I was not aware of. IcyPeas Feb 2023 #12

Investing in equities doesn't have to be hard or time consuming - just put it in an S&P 500 progree Feb 2023 #8

thank you IcyPeas Feb 2023 #13