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I had no problem transferring shares of most of the mutual funds from my 401k to my IRA when I retired. I think there was only one fund that had to be sold within the 401k and the cash moved. Caveat: my 401k and IRA were with the same vendor.
Post: Checking Up
Link to comment from July 24, 2021
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I had no problem transferring shares of most of the mutual funds from my 401k to my IRA when I retired. I think there was only one fund that had to be sold within the 401k and the cash moved. Caveat: my 401k and IRA were with the same vendor.
Post: Checking Up
Link to comment from July 24, 2021