Fidelity Investments Discussions

I'm leaving my current job soon to go to a new company. My 401k is in company #1's "target retirement fund" through fidelity, but currently down at least 13% last time i checked (vested ba… more

I have been meaning to move some “fun money” (~$15k of stock picks) out of Robinhood into another simple (no-fee trading) vendor. Any recommendations? I’m mainly looking for a simple app UI/UX. Curren… more

Looking for generic advice: If I am right at the Roth IRA income threshold, would you guys recommend maxing out 401k first? Or setup the “backdoor roth”?

Any particular investment group would you recommend? Onlin… more

So I’m kind of new to investments. Sadly starting late but have some government pension - for this year I maxed my 401k, have my RSUs and I have saved some money that I want to buy stocks with. I’m ok… more

Hi Folks. I have the below offers.

@Harman: 23.4 LPA fixed + 1.88 LPA variable (total ctc 27 LPA). Client side Mercedes Benz. WFO.

@Accolite: 26.5 LPA fixed no variable + 50k JB. (Total ctc 28.34 LPA) Fidelity client.

@Nihile… more

Hi Folks. I have the below offers.

@Harman: 23.4 LPA fixed + 1.88 LPA variable (total ctc 27 LPA). Client side Mercedes Benz. WFO.

@Accolite: 26.5 LPA fixed no variable + 50k JB. (Total ctc 28.34 LPA) Fidelity client.

@Nihile… more

My company is switching 401k providers over to Fidelity. Best ETFs to pick? For reference, 37 and looking for long-term, aggressive growth.

How do I rollover my 401k from fidelity to Merrill lynch?

Just found out im auto enrolled in fidelity netbenefits for 401k, are they good? Not knowledgeable about this at all but i wanna make sure i start off right. I wanna be able to choose my own investmen… more

In the past I would use Brightscope to search companies 401k ratings. They have since been acquired by ISS and they no longer offer this information publicly. I am interested in seeing details about your company.

(1) 401k plan provider
(2) company match
(3) option to purchase additional PTO

For example, at my company GDIT
(1) Fidelity
(2) 100% match up to 3% of your salary, then 50% match for the next 3%, making a total of 4.5% of your salary
(3) yes, up to 40 additional hrs<… more

If I’m rolling over a 401k and a Roth 401k from outside employer, do I need two different accounts to roll that into @EY or does the standard ey fidelity 401k take both of those

I’m trying execute the mega backdoor rollover from post tax 401k at Fidelity to Roth IRA at Vanguard. Has anyone done this before? Could you please walk me through the process? Is it worth opening ano… more

Can anyone share guidance on how to invest in Roth IRA for this year, given that I now past the warning limit (single an married)? I maxed out Roth for the past two years, FYI.
My company uses Fidelity for more info.
more

If I take out from my 401k, do I really need to show proof for a hardship loan? Just heard some chatter, that Fidelity never actually asks.

And will my employer know?

Almost to my goal of $30,000 cash invested in my Fidelity account (all Index Funds)! I joined this bowl when I had $2,000 and I felt so scared and behind, but the tips here were a great starting point… more

Can someone tell me if just putting all my money (outside 401k/HSA) into FXIAX (Fidelity 500 fund) is a viable strategy? I realized I was basically all in on fidelity blue chip growth (auto investing)… more

Does anyone utilize the personalized planning and advice (PPA) service from fidelity? I used a managed care service at vanguard and it was helpful and I saw huge benefits in return and when my employ… more

Need help on how to invest. We are positioned to pay off our house later this year. Expect to work for another ~20 years. 401k fully funded and have some company stock investments maturing over the ne… more

I had an old trad 401k that is now a rollover 401k under Fidelity Go and second trad 401k under Slavic, if I want to consolidate, how do I understand which plan is better for me to move one to the oth… more

I have to rollover my previous Vanguard 401k to my current employer’s plan with Fidelity. Do I have to pay any taxes or penalties if we do that by getting a check from Vanguard and depositing to Fidel… more

I’m a Registered Investment Advisor ( FINRA Series 7 & 66) with experience in ERISA 401(k) and M&A consulting from a compensation and benefits perspective. I have interviewed with JPMorgan, M… more

Should I put my 401K in like bonds or something for the next few months? Anyone done this? Currently in fidelity target fund date 2065 (clearly new to all this 🙂)

Feeling dumb after calling Fidelity... I just found out that although my employer say they match my desired 401k contribution up to 6%, they actually contribute 50 cents of the dollar amount that I am… more

Has anyone done a backdoor IRA thru fidelity? How do I start? I want to invest more towards s&p since I already have other funds in my employer 401k and ordinary Roth IRA. Sadly don’t know where t… more

Does EY 401k provides Brokeragelink feature from fidelity? If so how to start the process?

Can we contribute to our 401k beyond the 19.5k in fidelity? Upto what amount?

I’m not eligible for Roth, but Fidelity just told me there is no need for a back door on their employer 401k. They said that if I select “Roth” I’m good to go. They said its different for 401k. I’m a … more

What is prorata rule for IRAs? I have an IRA at Vanguard that has grown pretty large over last 10 years ( got lucky with tech stocks). I have a separate small Fidelity IRA from a previous employer tha… more

I think I need to rebalance my 401k. I'm 60% fidelity growth, 25% voo, 10% reit, 5% vxus.
1. Is there a strategy to WHEN I should rebalance?
2. These are the only decent funds available to me, what… more