Talk of The Villages Florida - View Single Post - Is the market going to crash?
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Old 06-11-2021, 05:39 AM
retiredguy123 retiredguy123 is offline
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Originally Posted by GRACEALLEMAN View Post
Have you ever heard of Vanguard? You need to get a hold of Vanguard investments. We've been with them for over 30 years and done very well very safe thorough knowledge. They have the lowest fee of any investment firm lower than Fidelity. Call Vanguard investments toll free number
I agree that Vanguard would be a good way to go. But, Fidelity is also a good choice because they have an office in The Villages. You may feel more comfortable dealing with a live person. The first step would be to ask them to help you transfer all assets from your 403B account into an IRA account of no load funds, without changing your current asset allocation. Then, you will need a little knowledge to adjust your portfolio as needed.