What it says
Retirement account rollover notes: Old 401k at Fidelity has $87,000 balance. Can rollover to new employer's plan with Vanguard or open traditional IRA. IRA offers more investment options. Need to initiate direct rollover to avoid tax consequences. Called Fidelity and they will send paperwork within 5 business days.
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| Date | 2024-05-03T09:40:00.000Z |
|---|
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{
"id": "n_note_110",
"body": "Retirement account rollover notes: Old 401k at Fidelity has $87,000 balance. Can rollover to new employer's plan with Vanguard or open traditional IRA. IRA offers more investment options. Need to initiate direct rollover to avoid tax consequences. Called Fidelity and they will send paperwork within 5 business days.",
"date": "2024-05-03T09:40:00.000Z"
}