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LoveBug302
Baby Girl #2 is Here!
Member since 7/11 1652 total posts
Name:
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Where do you have your IRA?
I need to rollover my funds from my previous job and would like some reccomendations as to where to go. TIA
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Posted 5/28/13 3:25 PM  |
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Long Island Weddings
Long Island's Largest Bridal Resource |
Cacarina
Two girls!
Member since 12/09 2971 total posts
Name:
Cari
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Where do you have your IRA?
Do you have a new job? You can usually roll over to your current employer's plan. I did this with my current employer. So I have a Smith Barney IRA and 401k.
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| Posted 5/28/13 3:34 PM |
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LoveBug302
Baby Girl #2 is Here!
Member since 7/11 1652 total posts
Name:
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Re: Where do you have your IRA?
nope, I left to be a SAHM. So I don't know how this all works.
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| Posted 5/28/13 3:36 PM |
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Cacarina
Two girls!
Member since 12/09 2971 total posts
Name:
Cari
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Re: Where do you have your IRA?
Posted by LoveBug302
nope, I left to be a SAHM. So I don't know how this all works.
Gotcha! Well, I use Smith Barney, but again, only because that's where my 401k is. Hopefully other people can give you better financial advice than me. Good luck!
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| Posted 5/28/13 3:39 PM |
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ave1024
I Took The Wrong Road
Member since 12/07 6153 total posts
Name:
That Led To The Wrong Tendencies
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Re: Where do you have your IRA?
Etrade. They will give you bonus cash if you roll over a certain amount to them.
I personally wouldn't roll over to another employer 401k account. 401k accounts can be restricted as you have to work within the rules of the employer's plan. IRAs are not.
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| Posted 5/28/13 4:33 PM |
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Blu-ize
Plan B is Now Plan A
Member since 7/05 32475 total posts
Name:
Susan
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Re: Where do you have your IRA?
I have it with my firm in an IRA.
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| Posted 5/28/13 4:41 PM |
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Peaches77
LIF Adult
Member since 1/10 993 total posts
Name:
Me
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Re: Where do you have your IRA?
I have mine at Scottrade.
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| Posted 5/28/13 4:43 PM |
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JandJ1224
Member since 6/06 5911 total posts
Name:
Jannette
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Re: Where do you have your IRA?
I work with a financial advisor from Wells Fargo. Joe Rohan. 516-663-4146
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| Posted 5/28/13 4:44 PM |
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PumpkinGirl
:o)
Member since 10/08 1838 total posts
Name:
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Re: Where do you have your IRA?
Mine is with Ameriprise Financial.
I have a great advisor. Here's a link with info if interested..
Ameriprise
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| Posted 5/28/13 4:54 PM |
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shadows
LIF Adult
Member since 1/10 4694 total posts
Name:
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Where do you have your IRA?
Fidelity
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| Posted 5/28/13 8:01 PM |
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charile12
LIF Zygote
Member since 5/13 16 total posts
Name:
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Re: Where do you have your IRA?
Vanguard...very low fees. Long time reputation.
www.vanguard.com
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| Posted 5/28/13 8:37 PM |
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Dee0522
And then there were four...
Member since 6/09 2088 total posts
Name:
Denise
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Re: Where do you have your IRA?
Mine is with Schwab.
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| Posted 5/28/13 9:26 PM |
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CrankyPants
I'm cranky
Member since 7/06 18178 total posts
Name:
Mama Cranky
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Re: Where do you have your IRA?
Fidelity
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| Posted 5/28/13 9:31 PM |
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luvmyReese
Hello Kitty
Member since 1/08 7542 total posts
Name:
Catt
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Re: Where do you have your IRA?
Posted by CrankyPants
Fidelity
Same here. Like you I rolled over 401k to IRA when i stopped working...it was seamless.
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| Posted 5/28/13 10:20 PM |
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BusyB
LIF Infant
Member since 10/12 103 total posts
Name:
Heather
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Where do you have your IRA?
Fidelity as well. My husband is a financial advisor and has us both with them, but he also said that if we weren't already in Fidelity, he may move us to Franklin Templeton.
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| Posted 5/29/13 8:17 AM |
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Crunchewy
LIF Adult
Member since 10/08 1232 total posts
Name:
A
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Where do you have your IRA?
Fidelity
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| Posted 5/29/13 8:35 AM |
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leighdvm
My golden boys!
Member since 3/06 4419 total posts
Name:
Michele
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Re: Where do you have your IRA?
I have a Roth through Fidelity
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| Posted 5/29/13 8:48 AM |
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