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Overview

In this course you’ll learn about the options available for money that you may have in an old 401(k) as well as the pros and cons of each option. We’ll also show you the three simple steps to take if you choose to rollover your retirement assets to Fidelity.

Objectives

When you complete this course, you will :

  • Be familiar with the four options available regarding what to do with an old 401(k)
  • Understand the pros and cons of each option and how to avoid potential mistakes
  • Know the three simple steps to complete a rollover
Course Outline
Title Type Highlight
1. Options for your old 401(k) Video
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Pay special attention to the section on cashing out of your 401(k)-the combination of taxes and penalties can have a significant impact on your retirement savings.

Pay special attention to the section on cashing out of your 401(k)-the combination of taxes and... More
2. Make the most of company stock Article
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This lesson tells you how and when to take advantage of a little-known tax break. If you own company stock in your workplace retirement plan, the tax treatment of net unrealized appreciation (NUA) can help maximize the value of your company stock.

This lesson tells you how and when to take advantage of a little-known tax break. If you own company... More
3. Beware of cashing out Article
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The first lesson touched on the consequences of cashing out. This lesson hammers home the point-if you are still considering cashing out make sure you read this lesson before you make that choice.

The first lesson touched on the consequences of cashing out. This lesson hammers home the point-if... More
4. Rolling over your retirement plan assets Video
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If you decide that rolling over your old 401(k) to an IRA is best for you, you have two choices-a Roth IRA or a Rollover IRA. Watch this video to learn more about which of these is right for you and if you should consult with a tax professional before making that decision.

If you decide that rolling over your old 401(k) to an IRA is best for you, you have two choices-a... More