Talk of The Villages Florida - View Single Post - Who feels it necessary to keep their securities distributed among several brokerages?
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Old 09-14-2023, 06:56 AM
Caymus Caymus is offline
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Quote:
Originally Posted by retiredguy123 View Post
You are correct that it could more difficult for a creditor to seize 401K assets than IRA assets, depending on which state you live in.
But that wouldn't be the determining factor for me. Being able to manage my own assets in an IRA is more important.
Depending on what life brings, I could end up in a "colder" state.

As of now. I have numerous low-cost options plus access to Fidelity BrokerageLink(which I have not explored yet).

Also, according to the NetBenefits website, I have the option to make partial rollovers to an IRA.

I find to fully understand the options, I need to call them a few times and take an "average" of their responses.