I have about $120k in a 403(b) started through my former employer. I have recently started a new job, and am trying to decide whether to move the funds over to the new retirement plan I will be starting at Fidelity. The new employer only allows us to make new contributions to target retirement funds (I'm looking at the 2030 fund, though I may FIRE well before that -- comfortable with a higher ratio of stocks for now), but once I have the account opened I think I can use the rollover funds to buy a broader mix of funds. American Funds have done reasonably well for us, but I have never been thrilled about them and find it hard to work out a good asset allocation mix. DH is still at the old employer, and will continue to invest in American Funds through his 403(b).
Any advice/suggestions/comments from those who have worked with both companies?
lhamo
Any advice/suggestions/comments from those who have worked with both companies?
lhamo