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system
how can i transfer and consolidate my 401k's and other options?
user
you should ask your broker of choice for paperwork to move funds to them. you can't move into an account that doesn't exist, so when i wanted to move my money from an old pension plan to an ira i set up the ira with the broker first. when i told them it was to receive this money, they weren't asking for any initial deposit. you then have a broker and account number to give the old company to set up the move.
assistant