When I rolled over my Vanguard IRA into my Fidelity Solo 401k a few years ago, Fidelity instructed me to use a two-step process:
1. Set up a Fidelity IRA account to transfer in the Vanguard IRA. The account set up and transfer was done online.
2. Call Fidelity to have a rep transfer the Fidelity IRA balance into the Solo 401k.
Another poster in a recent thread said Fidelity had them complete and submit a Form to accomplish #2.
Consider calling Fidelity to discuss how best to handle the truncated name issue.
1. Set up a Fidelity IRA account to transfer in the Vanguard IRA. The account set up and transfer was done online.
2. Call Fidelity to have a rep transfer the Fidelity IRA balance into the Solo 401k.
Another poster in a recent thread said Fidelity had them complete and submit a Form to accomplish #2.
Consider calling Fidelity to discuss how best to handle the truncated name issue.
Statistics: Posted by HomeStretch — Mon Dec 02, 2024 5:34 am — Replies 3 — Views 169