Hi friends - want to roll over my old 401k from KPMG into a self directed account. On Merrill it says that it is taxable? Can you give me other rollover options?

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If you want it to be tax free, you have to roll it into another regular 401K or Regular IRA account. If you roll into another investment account then whole rollover amount would be taxable and subject to 10% penalty.

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just roll it into an IRA. Vanguard/Fidelity are the two I typically recommend

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I rolled mine into a self directed IRA with Merrill Edge. It has done very well, and it gave me preferred status with Bank of America.

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