Ask Terry Questions transfer of 401k to an IRA

transfer of 401k to an IRA

By Terry Savage on January 04, 2024 | Investments

I have recently retired & wanted to know if I should take my 401k funds & transfer them to an IRA account. The account would be with Morgan Stanley. Just wondered what the difference in fees would be. I have approximately $180,000 in my 401k.

Terry Says

Why pay ANY fees?! Yes, do a rollover. But you can handle this on your own!
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