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Originally Posted by LAshby50
About ready to roll over my 401K from JP Morgan. I am considering Fidelity, who my wife has for hers and Vanguard. Have my first meeting with Fidelity in TV office Thursday. Not sure what to expect. My research shows a slightly lower management fee structure for Vanguard. I also have a pretty good idea as to what I want to invest in.
Interested in any feedback from either. What should I expect or not expect from both. Have to start distributions in March or April.
Thanks in advance for your input.
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i use vanguard exclusively. their funds follow the the funds' philosophy stated in their statements. also there is a service examining every fund and etf vanguard offers. the author is a "policeman" who tracks most of the funds and etfs. he is Dan Weiner and you can find him on the web. i believe there is a service for fidelity, although i believe his name is lowell.
i am not familiar with him but it is a point of departure.