While my case may have been a little on the extreme side, a financial planner assured me that I'm far from the only person to have struggled with a 401(k) rollover.
August 15, 2023: Fidelity cuts two checks — made out to Vanguard, not me (this, I later learn, is key) — and mails them to me.
I was supposed to make my rollover checks payable to them.
The author attempted to mail the rollover form and checks from Brooklyn, New York.
I never want to initiate a 401(k) rollover ever again.
Persons:
—, I've, Roth, Vanguard There's, Kathleen Elkins, Brent Weiss, that's, Ascensus, Weiss, wasn't, it's
Organizations:
Business, Fidelity, Vanguard, Neat, UPS, Trust, Facility, IRS
Locations:
Los Angeles, New York City, Brooklyn , New York, Brooklyn Heights, North Carolina, Charlotte, New York