[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Fidelity Investments - follow up



Hi Robert,

Congrats! And thank you for letting me know. Are you going back part time
or full time?

You can still make contributions to your 401k once it shows active again.
Anything that gets vested can be rolled over into IRA. We can talk about
it more when Noelle receives her checks and brings statements.
😊

Thank you,

Alty Kosherbek
Financial Consultant
where-I-livempbell Investor Center
CA Insurance # 4301004

Schedule an Appointment<https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196>

Fidelity Investments
851 East Hamilton Ave Suite 100
Campbell, CA 95008
Tel: 408.371.4611 ext 61083
Fax: 408.371.9157

Prashant Dholakia – Planning Consultant –
408.371.4611 ext 82428

Josh Richens – CRM scheduling appointments –
408.371.4611 ext 47294

IMC annual reviews – please contact Josh to schedule

-

Just wanted to give you the heads-up that I will be working again,
probably starting tomorrow (Tue Sep 24).  Money will be again flowing into
my 401K, I think.  We can deal with that later, I think.

  




Why do you want this page removed?