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Greetings, Greta, and welcome. You asked:

<<As part of my divorce settlement, I was awarded 80% my ex's 401(k) in a QDRO. I have so far kept this money in the same funds as when we were married. It's invested in two mutual funds, both aggressive growth, and both doing quite well (about 100% gain in three years), but I'm considering rolling over some or all of this money if it's possible to invest tax-deferred money in individual stocks rather than in funds.

Can this be done, and if so, how?>>


Yes, you should be able to transfer part or all of that money to a self-directed tax-deferred, traditional IRA at a broker of your choice. The 401k plan administrator will be able to tell you what your options are in that regard. When the money is in the IRA, you may then invest in individual stocks at will. If you elect to use an IRA, just ensure that you arrange for the money to flow directly from the 401k to your IRA to avoid any and all possibility of an income tax hassle. Both the plan administrator and your broker know how to do this and will tell you what to do, so just tell them that's what you want and then follow their instructions.

Regards..Pixy
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