Many reasons to transfer. I did and regretted it after my employers plan started charging sizeable fees.
I transferred out of Fidelity but do my banking and have my Roths with them. If you have other accounts at Fidelity I would not lift a finger to simplify. Their fund options are very good.
I transferred out of Fidelity but do my banking and have my Roths with them. If you have other accounts at Fidelity I would not lift a finger to simplify. Their fund options are very good.
Statistics: Posted by steve r — Fri Aug 30, 2024 8:08 pm — Replies 11 — Views 606