Gigi3000,
If I may, I am jumping the track a little here to offer a suggestion.......
I must give some unsolicited of advice, woman to woman. I assume you are a woman named Gigi. (I am a woman named Boomer.)
When I saw what you wrote in your post, I just have to say that if I were you, I would never mention my own numbers when talking about investments. I think it's fine to discuss investments, taxes, etc., in general, but I always keep specific numbers to myself -- definitely in real life, and on TOTV, too, even though it might feel anonymous here.
(This is not intended to be a criticism or to try to embarrass. It is just a little reminder that it is best to keep your own numbers to yourself when talking about money matters.)
Re. moving money, I think you can speak with someone at Vanguard on the phone to ask questions -- not sure about that though, but someone here will know.
If you prefer a bricks and mortar meeting, Fidelity has offices in various locations where you can line up an in-person meeting. There is an office in TV. You can also arrange for a phone call with a Fidelity advisor -- I think. I would avoid advisors in banks. But that's just my personal aversion to bank advisors showing.
Also, be careful of those guys who always want to buy you dinner first.
Boomer
PS: Don't expect tax advice from financial advisors because they are usually not tax accountants.
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