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.
Next steps to consider
Continue to invest in your retirement by rolling over your old 401K into a Rollover IRA.
We can help you every step of the way as you move your money from an old 401(k) to a Fidelity IRA.
The IRS clarified the rules on rolling over after-tax money from a 401(k) to a Roth IRA.
The Traditional Individual Retirement Account (IRA) and the Roth IRA offer ways to save for retirement, although each offers different benefits and advantages.
Start with a workplace savings plan, add an IRA, and automate your contributions.
Retirement at Fidelity
From IRA basics and rollovers to contributions and withdrawals, let Fidelity teach you about which IRA may be right for you and how to manage it.
Let Fidelity help you plan for retirement based on your stage of life.
Calculators and tools to review and plan for your financial goals.
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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