401k roll overs - Your future

[Anonymous]

If you're leaving or left, need to roll over your 401k I can help - Miss, LA, AL only. Might have part time/ full time work for you if you're tired of getting burned, the bs, trying to get ahead, dead ends, long hours, no recognition and have ever wanted to build your own business. Let's talk. I used to be in LTC - talked with reps, etc.. Sometimes it's good money but with all the headaches -is it really worth it. I have never met a 50 year old RM??? Does anyone know one? What is your game plan for the next 20 years? Think about it and let me know. And yes there is a sales charge to roll your money, but I can get you 10% - 14% all day long.

[Anonymous]

What do I have to do to get it rolled over? Where are you located?

[Anonymous]

SORRY for the long time in responding to your question - email me at investmentsolutions101@comcast.net and we'll go from there.

[Anonymous]

Has anyone rolled a 401k before?

[Anonymous]

Yes, I have rolled 2 401ks into a Fidelity IRA, and I am glad that I did. Fidelity has great mutual funds and the rollover was seamless, and done over the phone.

[Anonymous]

Has anyone rolled a 401k before?

so easy, just get your company (new employer, fund manager etc) to request the rollover ,,either "in kind" which means you don't liquidate the fund if possible, or liquidate and transfer the funds. You don't want the money sent to you directly or it will be taxed. You want to have it wired directly to the new managing firm. Any fund manager can help you with this.

[Anonymous]

so easy, just get your company (new employer, fund manager etc) to request the rollover ,,either "in kind" which means you don't liquidate the fund if possible, or liquidate and transfer the funds. You don't want the money sent to you directly or it will be taxed. You want to have it wired directly to the new managing firm. Any fund manager can help you with this.

wow! would you please be my financial advisor?

[Anonymous]

so easy, just get your company (new employer, fund manager etc) to request the rollover ,,either "in kind" which means you don't liquidate the fund if possible, or liquidate and transfer the funds. You don't want the money sent to you directly or it will be taxed. You want to have it wired directly to the new managing firm. Any fund manager can help you with this.

You can have it sent directly to you and in a certain amount of time have it reinvested into a qualified account and not be taxed by writing a check to the fund or funds you want for the exact amount. Sometimes it's easier to just have it sent to you directly - because if you wait on the 401k provider to roll it, they'll screw around and I've seen take 3 months cause they want you to jump through hoops. That's why you need someone to help you with it. Because some funds that brokers have access too require you to write a check for a specific amount directly to that fund when investing and not to the brokerage company. If you're diversified in your strategy and with some help you can put together a plan and use 2-5 funds to obtain your long term goals. You're not taxed if you do it either way, just don't spend it.

[Anonymous]

If you're leaving or left, need to roll over your 401k I can help - Miss, LA, AL only. Might have part time/ full time work for you if you're tired of getting burned, the bs, trying to get ahead, dead ends, long hours, no recognition and have ever wanted to build your own business. Let's talk. I used to be in LTC - talked with reps, etc.. Sometimes it's good money but with all the headaches -is it really worth it. I have never met a 50 year old RM??? Does anyone know one? What is your game plan for the next 20 years? Think about it and let me know. And yes there is a sales charge to roll your money, but I can get you 10% - 14% all day long.

What a joke. A broker advertising rates of return. Im sure the SEC will love that one. As a former broker, there should never be any fees for a Rollover, except an annual fee of $35. This guy should take your $$ and be happy he has it and charge a comission. Also, advertising potential rates is a form of a guarantee. This is Extremly Illegal. Please stay away from this douche. Just go to Fidelity. They are easy to work with.

[Anonymous]

super important-check if you can roll over your 401 into another pharm co's 401 if you are switching jobs within the industry. Wyeth is taking Abbott, for example, just did that for a client. If you have more than $100K go to a larger firm, like Morgan Stanley, Merrill Lynch, but if you are like in the $25K go to smaller but well known bank. Make sure you have exposure to emerging and gloabl markets, growth funds, and certain ETFs. Most of my clients are pharm reps. and so is my mama, so any questions, post it.