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re: Wife has 403b from previous employer... leave it where it is is or relocate it?
Posted on 3/14/24 at 8:22 am to GeauxTigers123
Posted on 3/14/24 at 8:22 am to GeauxTigers123
quote:
I would look at the fees and how happy you are with the investment options they have.
Honestly I am looking at it more like housekeeping. We have 2 accounts at Fidelity already. If one or both of us croak, it just feels like it would be better for folks if it was in one place. She doesn't contribute at all to her current school's plan, they have a pension plan. I'd like to get putting $$$ into this every month again.
The school system does offer a roth IRA option, but it's with yet another bank that we don't use for anything.
1
Posted on 3/14/24 at 8:37 am to concrete_tiger
Fidelity and Vanguard are both really good regarding low to no fees depending on what you're trading. If you already have fidelity, I would roll it over.
It's pretty simple to do as well and settles in a few days. Fidelity will even spot you the money until it does settle the best I remember so you can go ahead and put it in whatever.
It's pretty simple to do as well and settles in a few days. Fidelity will even spot you the money until it does settle the best I remember so you can go ahead and put it in whatever.
This post was edited on 3/14/24 at 8:51 am
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