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re: Financial Advisor Company Move
Posted on 9/2/23 at 12:29 pm to TXTIGERTAIL
Posted on 9/2/23 at 12:29 pm to TXTIGERTAIL
Why rollover IRA to 401k?
Fees are typically higher than a low cost broker and choices fewer. In a great 401k you may have access to institutional shares of mutual funds at lower cost. Otherwise, only advantage I see is consolidation for Rule of 55 withdrawals which could be done later if needed.
You'll limit choice, possibly increase fees, and reduce flexibility for 72(t) early withdrawals with only one account to draw from and lock in distribution schedule.
Fees are typically higher than a low cost broker and choices fewer. In a great 401k you may have access to institutional shares of mutual funds at lower cost. Otherwise, only advantage I see is consolidation for Rule of 55 withdrawals which could be done later if needed.
You'll limit choice, possibly increase fees, and reduce flexibility for 72(t) early withdrawals with only one account to draw from and lock in distribution schedule.
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