Retirement 401K transfer
I have retired and need to transfer my 401K to an IRA. In your opinion, who has the better performing funds and financial planners, Fidelity or Edward Jones?
Terry Says
IKNOW for sure that you will pay a lot less in FEES if you move to Fidelity — and just choose a conservative mutual fund, such as the Equity/Income fund for most of your rollover account and perhaps a money market fund for about 25% of your rollover (so you won’t have to panic and sell if the market goes down). Be sure to let THEM handle the rollover so it is done directly and the money is not exposed to taxes!
