DangerMouse
Thinks s/he gets paid by the post
As DH's tenure in the workforce comes to an end we have a bit of housekeeping to do to reduce account holdings. Our current spread is as follows:
401k: Charles Schwab
Mutual Funds plus my Rollover IRA: Vanguard
ESPP Shares Plus Cash: E-Trade
Checking Plus Trading Account Plus SEP: Wells Fargo
As we expect to be resident outside the US I want to consolidate to one institution. I was thinking Vanguard but there would be no easy way to access funds from an ATM. Does anyone have any experience or comments to make on any of the companies listed above? I know whatever we do we need to do it before we leave the country and get all kinds of issues.
The other direction I was thinking of going was perhaps consolidate Vanguard/Schwab/E-trade to one account and get a credit union account for cash needs but not sure how they would manage international transfers.
401k: Charles Schwab
Mutual Funds plus my Rollover IRA: Vanguard
ESPP Shares Plus Cash: E-Trade
Checking Plus Trading Account Plus SEP: Wells Fargo
As we expect to be resident outside the US I want to consolidate to one institution. I was thinking Vanguard but there would be no easy way to access funds from an ATM. Does anyone have any experience or comments to make on any of the companies listed above? I know whatever we do we need to do it before we leave the country and get all kinds of issues.
The other direction I was thinking of going was perhaps consolidate Vanguard/Schwab/E-trade to one account and get a credit union account for cash needs but not sure how they would manage international transfers.