Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.
If you’re self-employed or run an owner-only business, you can make substantial contributions toward your retirement with a Charles Schwab Individual 401(k) plan.
A reader on Bogleheads stated: “I've been blown away by Schwab's customer service - and we needed it during a particularly tricky partial rollover due to the summary plan description of the 401k. And, for me personally, I find the website easier to navigate and more visually helpful ...
Example: I could sign their form electronically, not true, The percentage of withholding from my Ira tax rollover, wrong information. When the funds would be available, wrong information. I got a message that I needed to call: told there was no issue and the wire was happening-wrong ...
A reader on Bogleheads stated: “I've been blown away by Schwab's customer service - and we needed it during a particularly tricky partial rollover due to the summary plan description of the 401k. And, for me personally, I find the website easier to navigate and more visually helpful ...