I'm 53, small business owner...
I recently moved my wife and I's Simple IRA's from Vanguard to Fidelity and all of our employees. (we are the business owners)
I transferred the shares VTSAX in kind.
My question is should I keep those shares or buy similar Fidelity funds. I already own FSKAX total market, FZROX Zero total market, FTIHX international total market. Half of my retirement remains at Vanguard in their mutual funds (3FP). And now half is at Fidelity.
Fidelity won't just let me exchange (I thought that was fast and possible) I have to sell and then buy, which will have me out of the market for 2 business days. With Fidelity funds I will save very small amounts in ER. I really like the FZROX and plan on buying all new contributions in Fidelity funds.
What would you guys do?
I recently moved my wife and I's Simple IRA's from Vanguard to Fidelity and all of our employees. (we are the business owners)
I transferred the shares VTSAX in kind.
My question is should I keep those shares or buy similar Fidelity funds. I already own FSKAX total market, FZROX Zero total market, FTIHX international total market. Half of my retirement remains at Vanguard in their mutual funds (3FP). And now half is at Fidelity.
Fidelity won't just let me exchange (I thought that was fast and possible) I have to sell and then buy, which will have me out of the market for 2 business days. With Fidelity funds I will save very small amounts in ER. I really like the FZROX and plan on buying all new contributions in Fidelity funds.
What would you guys do?
Statistics: Posted by fourwedge — Sat May 18, 2024 10:38 am — Replies 4 — Views 237