
06-11-2021, 05:54 AM
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Sage
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Join Date: May 2013
Location: South of 466a, if you don't like me.......I live in Orlando.
Posts: 12,956
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Quote:
Originally Posted by retiredguy123
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.
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Identifying as Mr. Helpful
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