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Fidelity



Hi Robert, That's correct. Future 401k contributions can be rolled over one at a time manually online or over the phone. (not automatically) 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 Notice: All e-mail sent to or from Fidelity Investments is subject to retention, monitoring and/or review by Fidelity personnel. Please note that Fidelity is unable to accept orders left over voicemail or email regarding any account. The information in this e-mail and in any attachments is intended solely for the attention and use of the named addressee(s) and may contain information that is considered privileged, proprietary, confidential, and/or exempt from disclosure under applicable law. If you are not the intended recipient of this email or if you have otherwise received this email in error, please immediately notify me by replying to this message or by telephone (you may call me collect). Any use, dissemination, distribution or copying of this e-mail is strictly prohibited without authorization from Fidelity Investments. Brokerage Services are provided through Fidelity Brokerage Services LLC, and investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC., both Fidelity Investments Companies Fidelity Brokerage Services LLC, Member NYSE and SIPC 900 Salem Street, Smithfield, RI 02917<https://www.google.com/maps/search/900+Salem+Street,+Smithfield,+RI+02917?entry=gmail&source=g> -- Alty - I'm sorry if I asked this already, but I see that there's nothing in my company's 401K at the moment. But, I also see that, since I hit the annual limits already, I am no longer making contributions. Were all the assets in my 401K account rolled over to the managed account? (This would be fine.) And, going forward, will further 401K contributions need to be repeatedly rolled over to the managed IRA? Or, will future 401K contributions automatically just go into the managed account? Thanks.


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