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URL:  http://boards.fool.com/most-important-no-matter-who-you-go-with-just-30307095.aspx

Subject:  Re: Move company 401k to IRA Date:  10/8/2012  3:31 PM
Author:  0x6a74 Number:  71039 of 76418

Most important, no matter who you go with, just do a Transfer In Kind so you do not take physical delivery of the funds. Most make it very easy with online forms to do this. Vanguard requires a Medallion Signature Guarantee where as Schwab does this for you.



worth repeating .......imo


(i've also heard horror stories of people who didn't roll over into IRA ..forgot about the 401(k) and got burned
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