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Rolled over IRA to Fidelity Rollover IRA, now what?
Posted on 10/19/17 at 7:51 am
Posted on 10/19/17 at 7:51 am
It says the money is sitting in core position and will remain there until invested. So I assume I need to purchase stocks or mutual funds or something with it?
Any recommendations? It's 20k if that helps.
Any recommendations? It's 20k if that helps.
Posted on 10/19/17 at 7:57 am to BoogaBear
Are there any ETFs that you get the transaction fees waived for?
If not, I'd split it up in some Schwab ETFs due to their low expense ratios. I like to use SCHA, SCHE, SCHF, SCHH, SCHM, SCHX and SCHZ.
Schwab just introduced a new ETF this last week or so called Schwab 1000 Index ETF. I don't know much about it at this point but worth looking into. This one has a really low expense ratio.
If not, I'd split it up in some Schwab ETFs due to their low expense ratios. I like to use SCHA, SCHE, SCHF, SCHH, SCHM, SCHX and SCHZ.
Schwab just introduced a new ETF this last week or so called Schwab 1000 Index ETF. I don't know much about it at this point but worth looking into. This one has a really low expense ratio.
Posted on 10/19/17 at 8:04 am to BoogaBear
Age? Any other investments? Some info about your financial situation will help you get the best advice possible.
Posted on 10/19/17 at 8:19 am to jimbeam
I can get VTSAX, I just checked that one.
I'm 31, no other investments other than company 401k which is also with Fidelity.
I'm 31, no other investments other than company 401k which is also with Fidelity.
Posted on 10/19/17 at 8:53 am to BoogaBear
Fidelity offers a ton of stuff with no transaction fees
Example...
FUSEX, FSTMX
Example...
FUSEX, FSTMX
This post was edited on 10/19/17 at 8:59 am
Posted on 10/19/17 at 11:03 am to BoogaBear
I have most of mine is FUSVX, I think I'm at 10% this year.
Posted on 10/19/17 at 3:12 pm to Epic Cajun
This is what I went with to start. I will see how it goes.
Thanks for all the help
Thanks for all the help
Posted on 10/22/17 at 1:09 am to BoogaBear
Did you look at their Go accounts?
Posted on 10/23/17 at 2:00 pm to BoogaBear
Yes, you need to purchase something with it.
FSMEX
FNCMX
FUSVX
These have been my top performers in order from most to least.
FSMEX
FNCMX
FUSVX
These have been my top performers in order from most to least.
Posted on 10/23/17 at 7:11 pm to Epic Cajun
quote:
I have most of mine is FUSVX
same here
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