As someone who’s been through the process of deciding between a Fidelity Roth IRA and a Fidelity Traditional IRA, I understand how overwhelming it can be. It’s a decision that will significantly impact your retirement savings. Here’s my take on the matter: The Roth vs. Traditional Dilemma When I started planning for retirement, I heard … Read more
Accidentally opening 2 Roth IRA accounts on Fidelity can happen to the best of us. Whether it was a momentary lapse in attention or a technical glitch, it’s essential to know how to fix the situation without incurring any unnecessary fees or penalties. In this guide, I’ll walk you through closing a duplicate Fidelity Roth … Read more
Many 401k plans, including those administered by Fidelity, come with various fees, including Record Keeping Fee, which is associated with administration and management of the plan. Many 401k plans, including those administered by Fidelity, come with various fees, including Record Keeping Fee, which is associated with administration and management of the plan. Someone asked: I … Read more
Someone asks:
Leaving my employer in two weeks. Any pointers on how to roll over 401k into a Traditional IRA with Fidelity?
How to Perform a 401k Rollover on Fidelity
Start by creating your Traditional IRA. Call your 401k, provide the i…
Someone asks:
Just transferred $6k for my 2022 Roth IRA. Where do I put it? My other retirement accounts are all target date funds and the choices with this are overwhelming.
What to Invest In After Opening a Roth IRA
Adam S:
I’d eith…