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Transitioning My Solo 401k from Vanguard to Fidelity


July 3, 2024

Transitioning My Solo 401k from Vanguard to Fidelity

Recently, Vanguard announced the end of their solo 401k program, which left me with a decision to make about my solo 401k account. Should I just close it? Transfer the money to my IRA? After some research and consideration, I decided to transfer my solo 401k account to Fidelity. Here’s a detailed account of my experience during this transition.