Originally Posted by Gail
My daughter has about $15,000 in a 401K from a former job. Ordinarily, I would advise her to roll it to an IRA, but.....one of her investments is DODGX, which is of course closed to new investors.
We both like that fund and feel it has a place in her portfolio. With that in mind, should she leave her money in the 401K? Is it possible for her to roll her 401K into an IRA while keeping her money invested in DODGX?
Gail - I'm thinking if she rolls, DODGX will transfer also...
I agree Dodge & Cox is a good outfit. Talk to the brokerage that would have the IRA.
When I rolled, everything stayed in place.