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Investing - Theory, News & General • FYI: not all Fidelity rollover IRAs are created equal

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It helps to know how you end up with “mutual fund-only IRA” !? thru BrokerageLink of ex-employer, or thru some other mechanism of work-place 401k special gotcha (such as old employer kicked your/ex-employee 401k account out from plan and then put it into an IRA - thus end up with mutual fund-only Rollover IRA !?). It helps to know - how you arrived with this account type, for the benefit of others.

Also, have you attempted to login to that Mutual-fund only Rollover IRA via normal app/web instead of accessing thru NetBenefits side of portal - then, tried buying your TIPS funds ?

Thanks

Statistics: Posted by sc9182 — Sun Jul 07, 2024 3:40 am — Replies 2 — Views 361



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