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 09-14-2023, 07:05 AM
retiredguy123 retiredguy123 is offline
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Quote:
Originally Posted by Caymus View Post
Depending on what life brings, I could end up in a "colder" state.

As of now. I have numerous low-cost options plus access to Fidelity BrokerageLink(which I have not explored yet).

Also, according to the NetBenefits website, I have the option to make partial rollovers to an IRA.

I find to fully understand the options, I need to call them a few times and take an "average" of their responses.
I never use a tax-deferred account to invest in stocks, only bonds. That is because any stock market gains will eventually be taxed as ordinary income with no captial gains benefits.