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  • 401k carrier change

    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.

  • #2
    I would just figure out the balanced portfolio allocation you want and convert all. Will be much simpler.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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