영어를 잘하신다니 아래를 참고해 보세요.
손수 직접 내 뱅가드 어카운트에서 하실 수 있습니다.
To roll over a 401k from a Vanguard account to an IRA at Fidelity,
contact your Vanguard plan administrator and
REQUEST a DIRECT ROLLOVER to your NEW FIDELITY IRA ACCOUNT,
Ensuring THE CHECK is made payable DIRECTLY to FIDELITY
to avoid potential tax implications.
한편 파이델리티에 나의 뱅가드의 401K 정보를 제공한다면 파이델리티에서도 할 수 있어요.
you can also initiate the process through your Fidelity online account by providing the necessary information about your Vanguard 401k account and requesting a transfer.
중요한 점:
Request a DIRECT ROLLOVER.
Specify that you want a “direct rollover” where the funds are transferred directly from Vanguard to Fidelity, NOT SENT to YOU as a CHECK.
Give Vanguard the necessary information for
your Fidelity IRA account, including the account number and routing number
ALWAYS CHOOSE a DIRECT ROLLOVER to AVOID potential TAXES on the transferred amount.
5년전 은퇴한 경험자.