Retirement Ready: A Women's Guide To Planning And Securing Your Future | Fidelity Investments

[@shinixavier7349]

Very informative and easy to follow! Thanks ladies for empowering women! Keep up the good work 💪

[@fidelityinvestments]

Thank you for stopping by to share your kind words and feedback. We're glad you enjoyed!

[@berniemcneal1353]

Does HSA Rollover?

[@fidelityinvestments]

Hey there! We appreciate the question and are happy to help.
Generally, you can move a Health Savings Account (HSA) from one firm to another through a transfer of assets (TOA). A TOA is a non-reportable direct transfer between institutions. Fidelity doesn't charge any fees; however, the sending firm may. We suggest contacting them to confirm whether they charge any TOA fees.
If you decide to proceed with the TOA, you can learn more and begin the process using the link below.
Transfer your HSA account: www.fidelity.com/go/hsa/transfer
We've also included an article below where you can learn more about consolidating HSAs.
3 ways to consolidate multiple HSAs: www.fidelity.com/learning-center/personal-finance/how-to-consolidate-HSA
If you have any other questions about this, please send us a private message, and we'll follow up with you there.

[@JacquelineJackson-z4x]

Is there a penalty for withdrawing my 401k if retiring before 65 years old?

[@fidelityinvestments]

Thanks for the question! The answer is sometimes. The cut-off for it not counting as an early withdraw is not 65, it's age 59½. Money withdrawn from a workplace retirement plan before age 59½ will generally be subject to ordinary income taxes and a 10% early withdrawal penalty, although there are exceptions. We have an article we'll link below that describes the rules around taking withdrawals from a 401(k) and what to consider.
Taking Money from a 401(k): www.fidelity.com/viewpoints/financial-basics/taking-money-from-401k
If you have any other questions about withdrawals or rollovers, our Workplace team can help. To find the different ways to reach them, click the "Customer Service" icon near the top right corner of the NetBenefits website or visit the link below. Associates are generally available Monday through Friday from 8:30 a.m. to midnight ET to assist you.
Contact Us www.fidelity.com/customer-service/contact-us
Let us know if you have other questions! Happy to follow up!

[@wandacanales751]

I am a beginner and having challenges in Getting with someone from FID team who can help me . I am ready to speak

[@fidelityinvestments]

Thank you for commenting on our Video. We are always excited to help individuals along their investment journey!
If you would like to share what you are working on, we would be more than happy to follow up with you in the comments here on UA-cam. If you have a more personalized task, we also have a 24/ 7 service team you can chat with live or talk to over the phone. If you'd like to speak to a member of our service team, you can reach them using the link below:
Contact Us: www.fidelity.com/customer-service/contact-us
Please let us know how we can help anytime, and we will be glad to follow up with you!