Tag: Fidelity

Retirement planning is about more than just deferring income; it’s about winding down a career and kicking off an exciting new journey in life. For many of us, that journey begins with saving and investing our hard-earned money in a retirement plan that suits our goals. Depending on your compa...

I explore the process of doing a rollover of a 401(k) to an IRA at Fidelity Investments for the first time. UPDATE: Added in details on whether you are rolling over pre-tax funds or Roth funds. I’ve been taking a new look at Fidelity Investments recently, as a place to host my r...