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Fidelity Transfer Rollover Exchange Form

Fidelity Transfer Rollover Exchange Form

Use a Fidelity Transfer Rollover Exchange Form template to make your document workflow more streamlined.

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Video instructions and help with filling out and completing Fidelity Transfer Rollover Exchange Form

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Instructions and help about fidelity transfer rollover exchange form

hi everyone thank you for joining me today I'm going to be walking you through how to change your investment allocations in your fidelity 401k first of all everyone's 401 k plans are going to be different so this is going to vary between people and their company and what their company has to offer in terms of 401 k plans my 401 K is through fidelity so that's what I'll be walking you through in this video most 401 KS at your company are going to automatically invest you in what's called a target date fund target date funds are essentially a fund of funds it's actively managed to select a group of mutual funds that is deemed appropriate for your retirement age target date funds definitely have some advantages especially if you want a really hands-off approach in terms of your 401 K allocations if you're automatically sending investments into your target date fund from your employer's paycheck it's going to automatic

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