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re: Is there any benefit to rolling over 401 K with new company
Posted on 10/11/16 at 12:45 pm to Teddy Ruxpin
Posted on 10/11/16 at 12:45 pm to Teddy Ruxpin
One important add - if you ever think you may need the money before you retire, your new company's plan is NOT required to allow you to take the rollover out as a distribution until you have terminated - check the summary plan description for the rules.
Fees, investment options, and access to the funds are the three things that need to be looked at as an Ira rollover vs new plan rollover.
Fees, investment options, and access to the funds are the three things that need to be looked at as an Ira rollover vs new plan rollover.
0
Posted on 10/11/16 at 1:01 pm to DonChowder
Many more factors other than just management...would you use the money to fund college, would you start taking scheduled payments before 59 1/12, does the new pLan allow loans or not, would you want convert all or part to a Roth, etc...
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