Rolling over your retirement plan assets
Watch this video to learn the 3 simple steps involved in the rollover process - as well as which type of Fidelity IRA is right for you. With a Fidelity IRA, you can choose from a broad offering, including Fidelity and non-Fidelity mutual funds, stocks, bonds, and U.S. Treasuries, FDIC-insured CDs, annuities, and ETFs. We can help you every step of the way.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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