离职后401K怎么办?

匿名
楼主 (北美微论坛)
请问离职后 401K 怎么办?是Fidelity的。里面放了几万块。听说转到IRA比较好。我在美林有个传统IRA账号,是不是转到那儿去比较好?具体要怎么操作?去联系Fidelity吗?谢谢指点。
匿名

几种选择。
1. keep your current 401k at fidelity. ( if it less than 5k, you company might force you to take out. if over 5k you can keep it in your 401k plan)
2. roll over to you next company 401k.

3. roll over to your tradation IRA at Merill, just call Merill tell them you need to roll over your 401k, they will ask you to fill a form.

匿名

几种选择。
1. keep your current 401k at fidelity. ( if it less than 5k, you company might force you ...

Thank you.  过阵子打电话去Merill
匿名

如果可以的 我推荐你一种办法方便又快

那是啥?
w
wpan
可以转也可以让它保持现状,就是没有新钱再进去了而已。一般帐面上有几万元的帐户不会被建议销户
匿名

有兴趣可以加我联系方式聊

哈哈哈,小心给骗!一定叫你去他那里的!
金镶玉-秋莫言
我记得以前看过一个攻略贴,不要取出来再转存,要直接roll over,不然会有稅