Big difference between “cashing out” and “rolling over.” A difference that can cost you thousands of dollars. Be carefu…
From @delyannethemoneycoach on Instagram — 284.3K followers · See full profile →
Big difference between “cashing out” and “rolling over.” A difference that can cost you thousands of dollars. Be careful when moving funds around so you don’t make a serious mistake. Doing a rollover is easy. Just go to an online broker (like a Vanguard or Fidelity) and open an IRA. Then contact your 401k provider and tell them you want to initiate a rollover to the new broker. They will send you a form. Ideally they send the funds directly to the new broker. But if they send you a check you…
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