My group decided to change our 401k from Schwab to vanguard, which is great coz I have everything through vanguard and they have lower expense ratio on their index funds. My quesruon is what do I do with Schwab index funds that I currently have? Do I keep them and just buy Vanguard from now on? Or is it better to sell everything and buy vanguard with the money? P.s. I only started actually investing in my 401k 7 months ago and I have only $25000 worth of Schwab index finds.
X
-
I would just figure out the balanced portfolio allocation you want and convert all. Will be much simpler.Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087
Channels
Collapse
Comment