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Financial Planning / Foolish 401(k)s

URL:  http://boards.fool.com/transferring-the-account-with-all-securities-in-12476794.aspx

Subject:  Re: 401k rollover to IRA Date:  4/27/2000  8:33 AM
Author:  MikePSD Number:  7545 of 25214

Transferring the account with all securities in tact would depend on where you were moving it. The Broker or Bank you were moving it to would have to accept each of the stocks and/or funds.
Because you are with Schwab for the company 401K I would ask them about opening a personal IRA Account to move it to and keep it with them. This might also save you some transfer fees.
Mike
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