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re: What's a "normal" amount of money for a late 20s person to have in savings?
Posted on 7/27/13 at 1:06 pm to foshizzle
Posted on 7/27/13 at 1:06 pm to foshizzle
quote:
Personally I've used Schwab for almost 15 years now and been quite happy, but most major firms are probably pretty good too.
The closest Schwab to me is about 40 minutes away. Would setting this up for the first time be something I can do over the phone with someone? Again, I know I can probably do it online but I'm sure I'll have a bunch of questions and would like to speak to a person while I do it.
2
Posted on 7/27/13 at 1:18 pm to WG_Dawg
quote:
The closest Schwab to me is about 40 minutes away. Would setting this up for the first time be something I can do over the phone with someone? Again, I know I can probably do it online but I'm sure I'll have a bunch of questions and would like to speak to a person while I do it.
Honestly, you're better off doing the research yourself than relying on a salesman from Schwab or whatever. It's not so complex that you can't get the hang of it yourself, and the personal understanding gained is worth the time and effort.
If you have any questions, then you should post them here or search them here. Are you concerned about the rules governing IRAs, or are you concerned about making sensible fund selections for the account? I should also add that I use Vanguard, and they were very helpful when I called to do some unexpected maintenance on my account, but it could've also helped that I did the research before hand to give myself an idea of what's possible and what makes sense.
Posted on 7/28/13 at 8:11 am to WG_Dawg
quote:
The closest Schwab to me is about 40 minutes away. Would setting this up for the first time be something I can do over the phone with someone? Again, I know I can probably do it online but I'm sure I'll have a bunch of questions and would like to speak to a person while I do it.
Yes, you can do it online, in fact that's what I did. I haven't visited a Schwab branch in years.
I understand that they have consultations available online but have no idea how it works, basically all I can tell you here is that their customer service is always ranked very highly in the industry and my experience has been consistent with that.
If you want to chat with someone, it's probably worth the 40 minutes IMHO.
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