This is where you choose how you want to allocate your rollover funds. It’s a good idea to know which type of fund you want to invest in before starting the 401k rollover process or transferring your funds. That way, you don’t get your asset allocation out of whack, and you won’t...
I was trying to rollover money from 2 previous 401k accounts to a new Traditional IRA in Vanguard.I called Vanguard on 9/23 and I was given the incorrect address to send my checks. According to USPS, the checks were delivered on 9/26. I just called Vanguard and they are unable to hel...
Many investors are unaware their rollover from a workplace retirement plan to an individual retirement account sits in cash as a default.
and as a result of my 401k rollover, I’m now liable for taxes on the majority of my backdoor Roth conversion if my traditional IRA still has this $20k in it as of 31 December 2022.