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Updated about 6 years ago on . Most recent reply

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Charles Thompson
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Husband & Wife 401(k) Rollover Options

Charles Thompson
Posted

I'll make this short and to the point...

The wife and I have two 401(k) accounts (one for each of us) from a previous employer totaling roughly 62k. We'd like to combine our 401(k)s into (hopefully one) self-directed fund. Neither of us have self-employment income nor have a desire to pursue that avenue unless necessary...we both work 12+ hours at a W2 job already.

What's the best way for us to combine our 'dead' 401(k) money into one investment vehicle?

Thanks in advance,
Chuck

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