After some deliberation I moved my and my wife’s Roth from Vanguard to Schwab. Both our Roths met the bonus range for $500 each. All I wanted to say is that was as easy a transfer as I have ever made. My first impression of Schwab is this Brokerage is top notch. Very impressed so far. Still love and have accounts with Fidelity and am keeping my taxable account at Vanguard mainly for their municipal and treasury bond funds. I will just have to leave a clear bread crumb path for my wife and kids if I tip first. Is it necessary to have 3 Brokerages? Of course not but I don’t see it adding much complexity either.
Statistics: Posted by Mr. Potter — Sat Jun 01, 2024 6:35 pm — Replies 0 — Views 69
