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Now that I got the vesting problem fixed, I need to find a place to roll my old 401k to. I would like to roll it into a Solo-401k. I do some occasional moonlighting paid on 1099 so this qualifies me as a sole proprietorship. In fact, I already have a Solo-401k at TD Ameritrade, but I don't want to be restricted to investing in equities anymore. So I am looking for a provider who can open a new account, accept a rollover of Roth 401k money, and give me checkbook control.
What features should I look for in a provider? What kinds of costs can I expect? Any gotchas?
When answering, please make it very clear if you have any conflicts of interest (e.g., if you are a provider yourself or stand to gain financially by referring me to one). I don't have any objection to hearing advice from people who have a financial interest in earning my business, but be up front about it.
I also need a new HSA provider. In the interest of keeping it simple, I will probably take that up in another thread. But if you're reading this and happen to know one, I'm all ears...
Jim
What features should I look for in a provider? What kinds of costs can I expect? Any gotchas?
When answering, please make it very clear if you have any conflicts of interest (e.g., if you are a provider yourself or stand to gain financially by referring me to one). I don't have any objection to hearing advice from people who have a financial interest in earning my business, but be up front about it.
I also need a new HSA provider. In the interest of keeping it simple, I will probably take that up in another thread. But if you're reading this and happen to know one, I'm all ears...
Jim
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