Timeline for Undo 401k to IRA rollover?
Current License: CC BY-SA 3.0
9 events
| when toggle format | what | by | license | comment | |
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| Sep 13, 2015 at 18:10 | history | tweeted | twitter.com/#!/StackFinance/status/643124715557662720 | ||
| Sep 13, 2015 at 17:06 | vote | accept | blm | ||
| Sep 13, 2015 at 17:01 | comment | added | blm | There are a couple of reasons I regret it. First, there are some things I don't like about the IRA custodian. Most are personal preferences, not supporting Quicken download, and I find their web site difficult to use, etc., and a couple of the mutual funds I had in my 401(k) were private to the 401(k) provider so I can't get them in the IRAs. Of course as Ben notes, that's all fixable by simply switching IRA custodians, which is what I'll end up doing. The second reason is that after (of course) I did the rollover, I got a great offer from one of my current brokerages to roll over a 401(k). | |
| Sep 12, 2015 at 21:59 | comment | added | JTP - Apologise to Monica♦ | Can you add a few lines about why you regret the rollover decision? | |
| Sep 12, 2015 at 21:12 | answer | added | Dilip Sarwate | timeline score: 6 | |
| Sep 12, 2015 at 21:12 | history | edited | Ben Miller |
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| Sep 12, 2015 at 21:12 | answer | added | Ben Miller | timeline score: 11 | |
| Sep 12, 2015 at 20:24 | review | First posts | |||
| Sep 12, 2015 at 23:58 | |||||
| Sep 12, 2015 at 20:24 | history | asked | blm | CC BY-SA 3.0 |