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Rolling over your retirement plan assets

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Watch this video to learn the three 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.

  • Facebook.
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Please enter a valid e-mail address
Please enter a valid e-mail address
Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

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Log in to mark this lesson as complete. If you're not a Fidelity customer or member, you may sign up for a free 30-day trial that allows you to maintain a record of all your activities, including any lessons or courses you may start or complete.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

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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