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Transfer Request On Its Way

May 2nd, 2013 at 02:35 am

I filled out and printed the transfer request to move my husbands Roth IRA at Fidelity to Vanguard. He signed the form and I will get it mailed tomorrow.

He has decided to invest most of it in the Vanguard Total International Stock Index Fund. The rest will go in the 500 Index Fund. I tried to tempt him with the Vanguard REIT Index Fund, but he wasn't interested.

My husband still has a Traditional IRA account with Fidelity. It has a bit over $5,500 in it. This is his only Traditional IRA. I need to look into which fund would be right. The amount does meet the minimum investment, but not enough to put it into Admiral Shares. These shares usually have $10,000 minimums. I'm thinking the Total Stock Market Index or go a little more specialized with a Mid Cap Fund, which we currently do not have in our portfolio. I have time to look into it. I won't get this one started until later in the month.

The consolidation of investments has begun, and what is even better is that my husband thanked me for working on this. Isn't he nice to thank me for doing something I like to do?

Posted in Saving | 3 Comments »

3 Responses to “Transfer Request On Its Way”

  1. Esozh Says:
    May 2nd, 2013 at 12:41 pm 1367498507
    1367498507

    I love Vanguard. Fidelity isn't bad, but Vanguard is the creme de la creme of investments. What made you choose to transfer?

  2. creditcardfree Says:
    May 2nd, 2013 at 12:45 pm 1367498707
    1367498707

    @esozh, we are transferring primarily to have the investments all in one place. Fidelity was the holder for my husband's previous 401K, which then we rolled into an IRA, and have converted most to a Roth. In other words, we didn't really seek Fidelity out on our own. No complaints with them, but really to make things simpler.

  3. Joe Says:
    May 7th, 2013 at 08:37 pm 1367959020
    1367959020

    I just moved all my accounts (and wife's too) from T.Rowe to Vanguard. Did everything online at Vanguard and the whole process was done in about a week.
    Should have done it 10 years ago.

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