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Roll (or don't) that 401k



September 17, 2010 – Comments (0)

Fellow Fool TMFDataPrincess recently blogged "Hey Old Boss, I Want My Money Back" and I decided to turn my response into a Fool article.

TMF Foolishly (foolishly?) agreed that walking through a 401(k) rollover would be a good basis for an article.

In the article (and reply to TMFDataPrinecess' blog), I walk through how I approached a rollover a few years ago.  It's certainly not the only way to go about it, but some up front planning can go a long way to insuring you end up with a retirement portfolio structured to suit your needs rather than a brokerage's.

Feel free to point out stuff I missed or share your own experience with a comment here or at the article or with your own blog entry.

Fool on!


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