Please let me know if you have information to consider when deciding if I want to move my retirement funds from TIAA/Cref to Fidelity before leaving my job. I was told it would be easier while still employed and the plans are active (contributions coming in monthly).
I have about half in TIAA/Cref (of that about 20% in TIAA Traditional) and half in Fidelity target funds.
I can spend some time to balance accounts and am generally good with numbers and spreadsheets. Wondering what to consider when having to decide now if I want to move the TIAA/Cref assets to Fidelity. I am not giving up the Fidelity accounts but open to discussing it if there would be a good reason. I realize the TIAA traditional is locked in for 10 years anyway.
Any opinion on moving the Cref monies and advantages / disadvantages of having retirement accounts with both companies?
Thank you for any input you may be able to share!![:beer]( "beer")
I have about half in TIAA/Cref (of that about 20% in TIAA Traditional) and half in Fidelity target funds.
I can spend some time to balance accounts and am generally good with numbers and spreadsheets. Wondering what to consider when having to decide now if I want to move the TIAA/Cref assets to Fidelity. I am not giving up the Fidelity accounts but open to discussing it if there would be a good reason. I realize the TIAA traditional is locked in for 10 years anyway.
Any opinion on moving the Cref monies and advantages / disadvantages of having retirement accounts with both companies?
Thank you for any input you may be able to share!
Statistics: Posted by Bennie — Wed Jul 24, 2024 10:30 pm — Replies 3 — Views 210