Home Forums US Life 뱅가드에 있는 401K 를 피델러티 IRA 로 롤오버 시키기 뱅가드에 있는 401K 를 피델러티 IRA 로 롤오버 시키기 Name * Password * Email 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. I agree to the terms of service Comment
