Highest and best use of your 401k assets?

Holy Family Orlando Catholic Church
Many neglect their fiscal responsibilities. The time to worry about your future is when you don’t need to.

Meeting with Wells Fargo this morning to discuss rolling over the Disney 401k, managed by Fidelity Investments.

Fidelity would like it to keep it in the family – rollover the corporate 401k into a different Fidelity investment opportunity. This would eliminate any (albeit remote) possibility of a “claw back‘.

While claw backs are highly unlikely with a company like Disney, there are no guarantees.

There have been real life examples where companies have collapsed (remember Enron) and 401k nest eggs destroyed.

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By jeff noel

Retired Disney Institute Keynote Speaker and Prolific Blogger. Five daily, differently-themed personal blogs (about life's 5 big choices) on five interconnected sites.