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Personal Finance and Investing

Tomconroy

(7,611 posts)

6. Vanguard is famous for low fees. My wife is with them. But

Reply to IcyPeas (Original post)

Fri Feb 10, 2023, 08:15 PM

Feb 2023

lately she feels every time she calls they are trying to upsell services she doesn't need.
I've been a T Rowe Price customer my entire adult life. Their managed funds are highly regarded. Higher fees than Vanguard but less than most in the managed funds industry.
Their customer service is top drawer. When I transfered my work account they handled it all seamlessly. I did very well with them over 45 years. Just my 2 cents.

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rolling over a 401(k) from ex employer into an IRA... [View all] IcyPeas Feb 2023 OP

Simple suggestion, gab13by13 Feb 2023 #1

Roll it over into a brokerage IRA account at Fidelity or another low-cost broker. Thunderbeast Feb 2023 #2

thank you for your reply. Fidelity gets good marks from what I have been comparing online IcyPeas Feb 2023 #9

Fidelity Bank (Trust) and Fidelity Investments are different companies. Thunderbeast Feb 2023 #15

I like Fidelity a lot wryter2000 Mar 2023 #16

I spoke with one of their fiduciaries last week for an hour... and IcyPeas Mar 2023 #17

The safest way is an institution to institution direct transfer -- the reason I say that progree Feb 2023 #3

thank you. good info and things to consider. IcyPeas Feb 2023 #10

As just stated above, do a direct institution to institution transfer if at all possible. Pobeka Feb 2023 #4

When my parents passed I was faced with the same type Phoenix61 Feb 2023 #5

Vanguard is famous for low fees. My wife is with them. But Tomconroy Feb 2023 #6

I agree, T.Rowe Price has good customer service IcyPeas Feb 2023 #11

I just called t Rowe price up and said I wanted to get Tomconroy Feb 2023 #14

Three places you are likely to get hit by fees: Wonder Why Feb 2023 #7

you gave me 2 great things to consider which I was not aware of. IcyPeas Feb 2023 #12

Investing in equities doesn't have to be hard or time consuming - just put it in an S&P 500 progree Feb 2023 #8

thank you IcyPeas Feb 2023 #13