Has anyone rolled a 401k into Ellevest or something similar? I have a few straggler 401ks from switching jobs so often and need to do something with them, preferably without massive tax penalties.

likefunny
Posting as :
works at
You are currently posting as works at

You won’t get any tax penalties if you roll them all over into another 401k or an IRA. Which didn’t answer your question about Ellevest because I know nothing about that

like

I love Ellevest! I haven’t rolled my 401k over to it. Started a side investment.
I’d personally take a look at how your current 401k is performing and if you are happy roll the old ones into that if you can.
Otherwise go to ellevest. They are really fantastic... and let’s be honest Sally Krawchek is a total bad ass

like

Whatever you do I suggest you roll over incrementally with the market so unstable. Sucks if your money moves the day the market drops 700 points. You can do small rollover amounts to avoid taking a massive hit. They'll try to get you to do it all at once but you don't have to.

like

Yes! Same question. I have all these 401k in diff places from many many jobs

Do you use Ellevest for other investments? If so would you recommend?

Rolled over old 401K to Ellevest and was very pleased with the experience

I have. They will evaluate if their fees are lower than your current brokerage and it can be a straight rollover to avoid taxes

Seriously tho. Completely unbiased assessment of your current set up versus theirs

Related Posts

Hello and happy Thanksgiving! What are the pros and cons of living in San Diego vs San Francisco? I’m from NY and looking to move to one of those locations. I’m hoping to get more info on rent, dating, entertainment, taxes, and job stability.

like

For those with significant others who are healthcare workers, how do they react when you are having / had a bad day? I feel like they think they have it 1000x worse (which could most certainly be true) but our job is also stressful/challenging just in a different way? Agree?

like

Were any Big 4 companies directly involved in the ‘08 financial crisis?

Anyone here retire in late 30s or know someone that has?

If health insurance wasn’t tied to employment I’d quit work. Would love to have a little farm and a dog but I’m very far from this fantasy.

like

Left KPMG last year to move to smaller consulting firm. I still have my 401k over there and haven’t rolled it over anywhere. What are my best options? Currently maxing out 401k

helpful

TidalHealth - a large Healthcare organization in Salisbury, Maryland, and Seaford, Delaware has a multitude of employment opportunities!

Are you looking to advance your career to new heights? Perhaps you are looking to finally start a rewarding lifelong career? Maybe you know someone who is? Please share this message with your friends, family, and peers to spread the news of the fantastic employment opportunities at TidalHealth!

We offer sign on bonuses, student loan repayment, and much more!

likehelpful

Perspective is a funny thing. If you are convicted of a small crime, you may be punished with community service. If your company offers "great benefits" they may include community volunteer days. Do criminals have better ESG scores than me?

funnylike

What % of salary does everyone invest in their 401k?

First year consultant in Chicago making $72k, currently investing 18% with a 3% company match. Wondering if this is too much...

like

Deloitte healthcare digital care industry solutions - any advice for case interview? Coming from a purely clinical background, hence zero exposure and experience to 'case interviews'. All help will be highly appreciated.

like

Comp Inquiry for Facebook (Meta) - fish! Help me out. I’m a seasoned Program Manager. With more than 15 years of ERP Consulting experience from Deloitte. Looking to join FBs in a program Manager capacity for IT projects. What should I expect in terms of comp and benefits? I’m expecting at least 175k base with benefits. Not sure what to expect for joining and annual bonus. Appreciate your input and help!

Any Deloitte fishes out there that have analyzed the health benefit options for Vyvanse coverage? Both me and my daughter take Vyvanse and I have been burned by plan coverage/prescription benefits in the past. I think the PPO plans actually end up cheaper, all other variables removed.

Any NY employee benefits and executive compensation folks with 1-3 yrs of experience interested in lateraling to my market v40 firm? Deal experience preferred. DM me and we can talk

like

How do you ask for points?

like

I have been considering going back to school but I left active duty 15 years ago and my Post 9/11 expired this summer.

Either way, I'm curious if anyone would know why I only received 25 months of education benefits. I was 100% active for 4 years, 3 deployments to Iraq, honorable discharge etc. And wondering if there is any way to extend my benefits and get the 36-48 months that seems to be standard.

like

A lot of folks, this bowl included, are getting a reality check at the moment, which i think is good for learning experiences. Can’t call yourself an “investor” but the second you see a position fall +20-30% start to question or panic sell. However, if this is you, and your equity position was initiated off a whim or a blind recommendation, I struggle to feel any sympathy lol especially if you were someone buying stocks (MGNI for example) when they were approaching ATH

like

Hi guys, good day,
As a software engineer 2, my current pay is 17.5L base + 5% variable. I have stocks worth 6500$ and other benefits.
YOE: 3+ years
I wanted to try companies which pays 30L base minimum. How much does
Amazon offers for SDE2 and SDE3 role?
Is there any other companies I can try considering my expectations?
Language Skills: C/C++, Java, Python
Thanks in advance
Amazon Google

like

Any EAs in here that have worked for or currently work at Visa? Wanting to understand the people, culture, benefits & pay.

like

What is the role/ responsibility of Assistant manager inn KGS and benefits/ perks? onsite opportunities is there?
Level: AM
Service line: Advisory
Skill: ServiceNow

like

Hey all! We are looking to add to our retirement plan services team. This is an admin/support role with no sales goals or cold calling. We are a $15b RIA with a $400mm retirement plan book to support. If you know of anyone who may be a good fit, please reach out. Great opportunity for growth! Comp is $75k-90k base with a bonus on top. Great benefits, flex schedule.

like

More Posts

DM me for below refferals

Post Photo
like

My intern is sleeping in the job...

Post Photo
likeuplifting

Agency: Now more than ever is the time for productivity.

Me:

Post Photo
likefunny

I'm a pca in TN with around 8 years of experience. I am making 13 a hour. Is that low?

like

What are some good resources for preparing for Google interviews? Share links below.

like

Hello Fishes,

My DOJ is Aug 29th 2022 at bosch software technologies, Will I included in this hike cycle or not ? if not can I ask this with HR to include me ?

#bosch

Hello,

Should short men wear oversized clothing?

Would it look good?

Trying for the first time, so conscious

Thank you

Can someone help me understand the difference between Fidelity Investments and Fidelity International? Also what is the pay scale of Performance Analyst at Fidelity International

YOE: 1.5

like

Are there any pros to staying at a company and getting laid off, vs. proactively looking for a new job and quitting before it happens? I.e., financial (possibility of receiving severance or any other benefits). Or is being laid off just all bad? I don’t know if my job is at risk — I don’t believe it is — but my agency lost some clients and is talking about cost cutting to be safe and get ahead of it. Fwiw, I’m ready for a change anyway.

like

Infosys or ibm

Exp 6 years I want wlb and Job security do which will be the best .

like

What’s the outlook on getting promoted to SM. Currently a new manager promoted in May but want to know what it takes as I’d like to try to achieve it.

like
like

Do you feel bad going in the office at 10am? It's either that or I don't show up and wfh, but still feel a bit bad about it.

like

Almost 38 weeks! Anyone get a super dry mouth/nose/lips?? I’ve tried humidifier, and cold water but nothing is helping. Any other ideas?

like

How much siemens offer to a c++ developer with 4 years of experience?

like

If anyone would like a referral to Guidehouse I’d be happy to help!

like

Nagarro has proposed sending me to South Africa for a year from my current project. This came 3 weeks after I put in my papers. Should I accept their offer and take back my resignation? Can I trust their promise? I have a couple of good offers in hand, but I would prefer relocating abroad. How is SA as an on-site opportunity?

like

I need to send a lit writing sample asap. I haven’t done any significant memo writing or doc drafting as I’m looking to change practice groups (mostly did research sent via email) Do you have any suggestions or tips to bust out or modify a nice lit writing sample? Thanks everyone!

like

Planning to apply for a Cybersecurity IAM Senior Associate Role at PwC what is the expected pay for NY based role?


Current TC 150k
9YOE

like

Additional Posts in Women in Advertising

I had a miscarriage on Tuesday, my first. I didn’t even know I was pregnant. The Dr. was just as baffled by the timing, but here I am. My head is trying to be practical, but my hormones are raging. I feel like a stranger in my own body. How do women do this and work at the same time? I’m a freelancer, I’m so busy at work, I don’t feel comfortable talking to my coworkers about this. I’m trying to just get through the week but am really struggling.

like

Has anyone ever done interview coaching or anything similar? Looking for resources or tips because I’ve had the chance to interview at some great companies but I keep blowing it...

like

What are some things you’d tell your younger self? I’m approaching 26 and constantly wondering if my early 20s were well spent.

like

Hey fellow fishies! There have been some questions lately about men lurking in this bowl. I’ve reached out to Fishbowl and a rep reassured me that only users who identify as women are allowed access to this bowl. If any men have misrepresented their gender in order to gain access, please flag the user and/or reach out to a bowl leader or Fishbowl support asap! Definitely want to make sure this space remains safe and private so we can continue to share freely 🙏

likeuplifting

I suck at presenting.. having English as second language doesn’t help ... any tips how to improve quicker?

helpful

Has anyone used Helixa? What are the pros and cons? We're considering bringing in the platform with the Helixa/GWI Fusion, but I'd like to hear someone's first-hand experience.

I’ve never made “a book” and want to apply for art director roles. Where do I look for inspiring examples?

like

Would you take a job for less salary if it was a less toxic environment than your current situation?

like

What makes a toxic work environment?

like

How do you come out as gay when everyone assumes you are straight? Struggling to find the right time to say it.

like

What’s the corporate way to tell a guy to “figure it out yourself, I’m not your personal Google” 🙄 this AD keeps asking me questions that are literally his job to figure out. My recent fav was him asking if I can summarize my copy for him so he can find an image. READ IT YOURSELF. THATS YOUR LITERAL JOB SIR.

likefunny

New moms returning to work and trying to balance pumping with our crazy busy hours work hours I just started a bowl
Code: iod4i

like

I keep getting told that I need a hobby outside of the house. I work 12 hour days, go to the gym 4 days a week, and am the primary caregiver in the family...

like

Can we start a list of WOC Creative Directors? I was asked to recommend one for a special program my network is hosting and couldn’t name one. Which sucks.

likehelpful

What industry-related podcasts do you subscribe? I’m listening to Digiday, AdExchanger, eMarketer quite often.

like

So what’s the protocol on being harassed by a former employee - one that reported to you but that the company on the whole fired. For harassment, no less. This guy just can’t let it go after YEARS.

How do you deal with passive aggressive male managers who exclude you from opportunities because they’re pissy about something (but you don’t know what)?

like

Do you personally care how other people look like on camera? Obviously not talking big client meetings, but just day to day. I’m starting a new job soon, and thinking how much effort I should put into my face and tops lol At my current agency I got pretty comfortable with hoodies and just concealer to cover my dark circles.

like

Wunderman Thompson NY, how’s WLB, culture, learning/promotion opportunities?

like

Would you rather go to a smaller agency and work fully remote, or go to a very large financial company (talking 10,000+ employees) which the company policies are very by the book? This is for a social role. TIA!

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal