HOW TO ROLLOVER AN IRA TO 401K | If you have recently started the process of doing a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k. #rolloverira #rothira #401K #districtcapitalmanagement If you'd like to have a comprehensive financial plan prepared for you including rolling an IRA to a 401k, schedule a free discovery call today at: Get free monthly financial tips by subscribing to our newsletter at ! 0:00 - How to rollover an IRA to 401K 1:04 - Go to your IRA account holder 2:36 - Alvin called Fidelity and found out.... 3:06 - Log into your current 401K 4:13 - 401K Rollover Info 5:27 - Fill out IRA Distribution Form ***RECOMMENDED READING LIST*** The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio) A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● SAY HI ON SOCIAL Website: Facebook: LinkedIn: ● WHO AM I? Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps professionals in their 30s and 40s to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind. ● DISCLAIMERS This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)...(read more)
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