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Personal Investments • Nuveen - new sales charge

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[Both these posts have been merged into a single new topic. Moderator Pops1860]

[OP, it's best to keep all discussion about a situation in a single thread, it helps members provide a more informed advice.}

I 've been a private investor for decades (Roth IRA) and am trying to understand the implication of the sales charge.
I won't make any further contributions to this Roth so I'm curious whether folks think transferring the IRA elsewhere and leaving
Nuveen entirely is the way to go. I'm wondering whether other private investors will consider doing so as well. Thanks.

Statistics: Posted by Firefly!! — Thu Mar 21, 2024 8:06 am — Replies 2 — Views 150



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