Talk of The Villages Florida - View Single Post - Who feels it necessary to keep their securities distributed among several brokerages?
Thread: Who feels it necessary to keep their securities distributed among several brokerages?
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Old 09-13-2023, 06:54 AM
retiredguy123 retiredguy123 is offline
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Originally Posted by Caymus View Post
I have Schwab accounts, but never actually open one. Decades ago, they bought the deep discounter I was using and recently they bought TD Ameritrade. I'm trying to decide if I want to convert my Fidelity 401K to an IRA for more flexibility. If I do, I may keep that with Fidelity.
It is a good idea to convert the 401K to an IRA. That is the first thing I did when I retired. Lower fees and more control and flexibility.