Investment question?

[dieseltech09]

Im changing jobs and I have to do something with my Pension from my current job. I dont have the 7 years required to be vested so I cant leave it where its at. I have 60 days to roll it over or cash it out. The problem is I cant start a 401K for 90 days with me new employer. I dont want to cash it out and take a 30% hit on it. Anyone have any suggestions or recommend a financial advisor in the Edmond area.

 

[Porter]

PM sent

 

[recon3117]

My recommendation is to call Kenneth Heidenreich at Wells Fargo Advisors,LLC 6303 Waterford Boulevard, Suite 100 Oklahoma City,Ok 73118 Phone 767-6830.
We have been clients since 2006 and have been very happy with the level and quality of service provided.

Eddie

 

[gillman7]

At the least, you can roll it into an IRA, I believe?

 

[soonersfan]

You just need a rollover IRA. You can visit a Scottrade office and get it done cheap (possibly free) and easy. Then, roll it over to your new 401k, when and if that is allowed.