Investments that I have maintained over my employment
Should I do a rollover of my investment accounts into ONE investment? I am reaching 70 years old and will retire within 2 months. My 401 is with Fedility, but I also have two additional investments.
Terry Says
It will make things easier in a few years when you have to do Required Minimum Distributions.
So yes, roll them all into Fidelity – and choose maybe half in a money market mutual fund, and half in their Equity-Income fund for investments.
Read this for how to do it:
https://www.terrysavage.com/rollover-now/
