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@mommajulesberry Sorry I meant to say rollover IRA. Rollover IRA doesn’t incur any taxes or penalties when you roll from an existing 401k. I personally just don’t like fidelity interface it’s outdated and annoying to navigate. That’s why I went with CS

@mommajulesberry I can’t dictate exactly what you should do but I was in a similar situation and here is what I did: 1. I left my company that I had a 401k with fidelity 2. Opened a Charles Schwab Roth IRA account 3. Contacted fidelity to issue a check to give to CS. 4. Invested it in SPUS and...