MySolo401k.net pre-filled my Vanguard paperwork to transfer/rollover my assets. Option A is checked for direct rollover with the option to distribute all checked. For name of custodian or employer-sponsored plan (payee), my retirement trust FBO my name is listed with my trust/plan EIN and address are listed.
I'm assuming since the Solo 401(k) is now in a trust that this is still considered a direct rollover to the trustee? Since the name of my plan changed I assume that this can't be transferred directly to Fidelity.
I'm assuming since the Solo 401(k) is now in a trust that this is still considered a direct rollover to the trustee? Since the name of my plan changed I assume that this can't be transferred directly to Fidelity.
Statistics: Posted by southerndoc — Fri May 17, 2024 12:00 am — Replies 665 — Views 61579