a*****m 发帖数: 1010 | 1 以前公司用的schwab,我都买了vanguard 2045
现在公司是fidelity,是lifepath,我需要把schwab的钱取出来,存到fidelity里面吗 | b******y 发帖数: 1684 | 2 roll over.
call schwab, they'd ask you to fill up a withdraw form.
call fidelity, they'd tell you how to roll over.
【在 a*****m 的大作中提到】 : 以前公司用的schwab,我都买了vanguard 2045 : 现在公司是fidelity,是lifepath,我需要把schwab的钱取出来,存到fidelity里面吗
| a*****m 发帖数: 1010 | 3 3x
【在 b******y 的大作中提到】 : roll over. : call schwab, they'd ask you to fill up a withdraw form. : call fidelity, they'd tell you how to roll over.
| m*********y 发帖数: 1890 | 4 you can do one of :
1. leave it with your old employer.
2. move to your new employer 401k.
3. create an ira, and manage money yourself.
【在 a*****m 的大作中提到】 : 3x
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