V*********e
发帖数: 737 | 1 【 以下文字转载自 Money 讨论区 】
发信人: VirtualLife (Who AM I), 信区: Money
标 题: 哪里建立401k roll over 帐号最好
发信站: BBS 未名空间站 (Tue Feb 21 23:26:36 2012, 美东)
有好几个不同的401k帐号，都是以前的公司留下的。
要建立一个rollover 帐号，哪里最好？ Fidelity行么？
多谢指点 |
b******l
发帖数: 299 | 2 It depends on your need. For example, how often do you trade your stocks?
How much do you have in your account? etc.
【在 V*********e 的大作中提到】
: 【 以下文字转载自 Money 讨论区 】
: 发信人: VirtualLife (Who AM I), 信区: Money
: 标 题: 哪里建立401k roll over 帐号最好
: 发信站: BBS 未名空间站 (Tue Feb 21 23:26:36 2012, 美东)
: 有好几个不同的401k帐号，都是以前的公司留下的。
: 要建立一个rollover 帐号，哪里最好？ Fidelity行么？
: 多谢指点
|
V*********e
发帖数: 737 | 3 I don't need to trade with this rollover account.
Around 80k.
Any further suggestion?
【在 b******l 的大作中提到】
: It depends on your need. For example, how often do you trade your stocks?
: How much do you have in your account? etc.
|
b******l
发帖数: 299 | 4 Fidelity should be fine. Scottrade is also good.
【在 V*********e 的大作中提到】
: I don't need to trade with this rollover account.
: Around 80k.
: Any further suggestion?
|
V*********e
发帖数: 737 | 5 Thank you for that.
【在 b******l 的大作中提到】
: Fidelity should be fine. Scottrade is also good.
|
t*m
发帖数: 4414 | 6 be very careful about IRA rollover. It may close the door for Roth
conversion.
【在 V*********e 的大作中提到】
: Thank you for that.
|
V*********e
发帖数: 737 | 7 could you tell more details? how to avoid it?
Thanks,
【在 t*m 的大作中提到】
: be very careful about IRA rollover. It may close the door for Roth
: conversion.
|
