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NC Indiana | First, what ever you do, do not let the fund pass through your hands, have them directly transferred to the next funds. Second, you mom cannot touch her current IRA if she's still working there. Yes you should look to move these other funds into accounts you (your parents) control, and you should open these funds up to more investment options in the process. Look for someone who will explain the funds to you and answer any questions (someone with the heart of a teacher to quote Dave Ramsey). Look for growth income mutual funds with a long history of better than average returns. See if you can put any of these funds into a ROTH (I doubt it, but worth the look). | |
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401K Rolls
