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Rollover IRA
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Protect the tax advantages of your workplace retirement savings plan after you change jobs or retire. Our no–fee Rollover IRA account1 is designed for investors who want to transfer assets or distributions coming from an employer–sponsored retirement plan or another IRA.
  Open a Rollover IRA
 
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 Rollover IRA Account Details
Key Benefits Fidelity Advantage Getting Started
  • No annual maintenance fee.1
  • No transaction fee when trading most Fidelity mutual funds.2
  • Ability to move your money out of your former employer’s retirement plan without tax consequences or other penalties.
  • Your savings stay invested tax–deferred.
  • May provide better estate planning benefits than your current retirement savings plan.
  • A broad range of investment choices, including more than 4,500 Fidelity and non-Fidelity mutual funds, index and exchange traded funds, plus stocks, bonds, and options.
  • Comprehensive research and tools to help you find, analyze, and track investment performance.
  • Knowledgeable representatives to help you create and maintain your plan.
On your own:
  • Complete an IRA application online.
  • Contact your former employer to notify them you are doing a rollover, and complete the necessary paperwork.
Or, with help from a Fidelity representative:
  • Dedicated Fidelity Rollover Specialists help you complete the process in a few easy steps. We’ll assist you with the paperwork, track your rollover assets, and provide you with information so you can develop an investment strategy.
  Visit our Rollover area to review what's involved in completing a rollover.
1 There is no brokerage account fee on Fidelity’s Traditional, Roth, SEP, and Rollover IRAs. Fund expenses and brokerage commissons still apply. Depending on your situation, fees may include low–balance fees, short–term trading fees and account closing fees. Other fees and expenses applicable to continued investment are described in the fund’s current prospectus.
2 For more information, refer to the Brokerage Commission & Fee schedule for retirement accounts.
Important information about transferring, re–registering your account and the Treasury guarantee program for money market funds.
 
 
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