Hi! My husband and I both have “old” retirement accounts that are managed by different firms. How do I move those accounts into one account controlled by us? Fidelity or Vanguard? We also have 529 Plans for our kids, can we also move those accounts over into the same account controlled by Fidelity or vanguard? How do I go about doing this?
Call your ex-employers and call Fidelity/Vanguard - tell them that you want to rollover your retirement and
529 accounts. They will tell you what you need to do.