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Retirement Planning – Trustee to Trustee 401k Rollovers

Q: I am an avid listener to the WSB weekend show. I have $290,000 in a 401k and I am ready to retire and rollover these funds.  Is a trustee to trustee rollover still the best way and do you have any suggestions on where to move the funds? I am 67 years old and these funds are not my total income for retirement. 

 

A: Congratulations on getting to retirement. Yes, we’d suggest rolling your 401(k) out of the current plan and into an IRA at a large independent custodian like Charles Schwab or Fidelity Investment Services. This allows you to invest in low-cost securities and does not “tie strings” to your money…giving you flexibility and control. This is where we open accounts for clients whose money we manage on their behalf. We feel it’s the most transparent way to conduct business.


 

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