Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News Editorials & Other Articles General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

Personal Finance and Investing

IcyPeas

(23,050 posts)

17. I spoke with one of their fiduciaries last week for an hour... and

Reply to wryter2000 (Reply #16)

Sat Mar 18, 2023, 09:13 PM

Mar 2023

I am having another in- office meeting with him in 2 weeks. I think I am going to go with them. He was very thorough and patient with my questions, no pressure. He explained the "bucket strategy" to me which I had never heard of before. I've since done more research on this.

It's funny, before our phonecall I reread this entire thread. Such helpful and knowledgeable people we have here.

Thank you for your opinion too.

Edit history

Please sign in to view edit histories.

Recommendations

0 members have recommended this reply (displayed in chronological order):

17 replies

= new reply since forum marked as read

Highlight:

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