I've been at my previous job for quite some time so there's quite a lot of money in there. They use Fidelity, and I dislike them with a passion. Since my new job also has a 401k, I am wondering what the next steps should be...? For context, I have both a Roth 401k and 401k.
Option 1: Roll over previous 401k to new 401k
Option 2: Roll over previous 401k to IRA
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Any pros/cons to going with either option 1 or option 2?
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What if the funds in my previous 401k don't exist in my new 401k or IRA? Will they still be able to roll it over?
Option 3: Keep at Fidelity
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For 1, I've disliked their customer service and their brokerage portal.
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2, I want to minimize the amount of accounts I have
Other question:
- Since I've already contributed some money for 2024 in my 401k, what should I do moving forward with my new 401k so I don't over contribute?
Submitted May 17, 2024 at 12:55AM by Herrowgayboi https://ift.tt/9WrPcXh
