Ask Terry Questions CONVERTING 401 PLAN TO IRA

CONVERTING 401 PLAN TO IRA

By Terry Savage on December 16, 2017 | Investments

TERRY MY WIFE IS SIXTY AND ON DISABILITY. SHE WAS TOLD SHE HAD TO CONVERT HER 401 PLAN TO AN IRA'

Terry Says

Yes, good idea.  Call Fidelity (1-800-FIDELITY) and ask them to handle the rollover and recommend some conservative funds for a person on disability.

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