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re: Help a young buck become a savvy investor
Posted on 10/30/14 at 12:03 pm to Ole War Skule
Posted on 10/30/14 at 12:03 pm to Ole War Skule
How hard is it to withdraw funds from my current ROTH and roll it into a Vanguard? I assume I'll have to pay a visit to my dad's financial adviser who started it for me.
Hoping I didn't re-rail this thread too much. At least the OP can learn from my situation.
Hoping I didn't re-rail this thread too much. At least the OP can learn from my situation.
2
Posted on 10/30/14 at 12:12 pm to TigerTatorTots
if Vanguard is your choice, call them, NOT your adviser to find out what to do. The adviser is going to tell you why it's such a bad idea.
Before you do anything, research this a little. You don't know me or other posters from Adam and we could be completely nuts
how to move IRA to Vanguard
(personally, I would move it someone like Fidelity instead of Vanguard directly. They have far more tools, research, info and you can buy a very similar ETF (ITOT) for no commissions. If you are sold on a Vanguard ETF thopugh, you'd have to pay $8/trade, which is a lot on $100 buys.)
Before you do anything, research this a little. You don't know me or other posters from Adam and we could be completely nuts
how to move IRA to Vanguard
(personally, I would move it someone like Fidelity instead of Vanguard directly. They have far more tools, research, info and you can buy a very similar ETF (ITOT) for no commissions. If you are sold on a Vanguard ETF thopugh, you'd have to pay $8/trade, which is a lot on $100 buys.)
This post was edited on 10/30/14 at 12:17 pm
Posted on 10/30/14 at 2:57 pm to TigerTatorTots
quote:
How hard is it to withdraw funds from my current ROTH and roll it into a Vanguard? I assume I'll have to pay a visit to my dad's financial adviser who started it for me.
You should be able to have Vanguard, Fidelity, etc, or just one of the online brokerages like Scott Trade or Etrade transfer your IRA funds by giving them information that should be available on your current account statements. I did this after getting soaked with fees by an advisor for several years, they were pretty pissed when they saw I pulled the funds without consulting them.
This post was edited on 10/30/14 at 2:59 pm
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