Jill on Money with Jill Schlesinger cover image

Craving Account Consolidation

Jill on Money with Jill Schlesinger

00:00

Schwab Intelligent Portfolio - I Want to Roll This Over?

If sa bought out my employer's plan from tro price, yes, actually a t ro price target fund that it's ino. Can't just roll it over into the same accounts? No, but you don't have to. Who cares? Which you can do is this, you know, you say to shwab, i want to roll this over. I just want to put it into an i ray roll over account. That's it, ok. And then at schwab, you can do two different things you're ready as. You can always swap from one american fund to the American fund that they do allow to be held. There's plenty of choices here

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