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re: Help a young buck become a savvy investor
Posted on 10/30/14 at 2:57 pm to TigerTatorTots
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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