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re: 401k rollover to IRA: what should I go with?
Posted on 10/10/12 at 4:31 pm to Crbello4Hiceman
Posted on 10/10/12 at 4:31 pm to Crbello4Hiceman
quote:
Unless you feel like trading yourself, I'd recommend Fidelity. They have some no-fee type mutual funds of different risk levels.
Someone correct if wrong, but I believe Vanguard clients are not charged any fee if all their assets are in vanguard funds.
2
Posted on 10/11/12 at 1:34 pm to ZereauxSum
quote:
Someone correct if wrong, but I believe Vanguard clients are not charged any fee if all their assets are in vanguard funds.
yeah if you do all online or have certain high $$$ balances, it is free with Vanguard.
You could also look into converting it into a Roth IRA, pay taxes on it now, and let the earnings grow tax free depending on how a conversion would impact yuor tax situation.
Posted on 10/11/12 at 2:25 pm to ZereauxSum
quote:
Someone correct if wrong, but I believe Vanguard clients are not charged any fee if all their assets are in vanguard funds.
If one signs up for electronic delivery of all documents the accounts are free. Vanguard ETFs and funds have no commission or sales charges. Other vendor funds vary as to whether they have a sales charge or no transaction fee, some may have a minimum holding period or deferred charge may apply. I pay $2 per trade for non-Vanguard products, YMMV.
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