Have to rollover my old 401K into an IRA. I like to be in "control" of my retirement fund and where I invest it - so far over the last few years I have been pretty good at it even.
However, I don't know squat about IRA's. Been looking at rolling it over to Fidelity, but figured I would summon the help of my cigar brethen who might have some good advice.
Ideally this is kinda what I would like:
- be able to turn it over from an IRA into a Roth IRA
- have a very low fee, or free trade fees when I switch funds/stocks
- have a min. opening balance of less than 1K (rolling over less than 1K obviously)
- can automatically (or with as less hassle as possible) rollover my 401K into the IRA account without having to front much if any money personally
If you have some advice, I am all ears.
TIA!
Sam
However, I don't know squat about IRA's. Been looking at rolling it over to Fidelity, but figured I would summon the help of my cigar brethen who might have some good advice.
Ideally this is kinda what I would like:
- be able to turn it over from an IRA into a Roth IRA
- have a very low fee, or free trade fees when I switch funds/stocks
- have a min. opening balance of less than 1K (rolling over less than 1K obviously)
- can automatically (or with as less hassle as possible) rollover my 401K into the IRA account without having to front much if any money personally
If you have some advice, I am all ears.
TIA!
Sam