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Old 12-01-2019, 08:20 AM   #21
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I have pretty much the same setup with accounts (Schwab, Vanguard, CU). No reason to do anything for me. DD has all the info and she is beneficiary. All is good.
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Old 12-01-2019, 08:55 AM   #22
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Originally Posted by Badger View Post
Any reason/advantages why I should stay with TDA/Schwab? Any reason why I shouldn't make the transfer to Vanguard?
We have similar setup--Schwab and Vanguard.

The Schwab account is intended to pass to heirs. It has checking, etc., so we occasionally use that. It is only a taxable brokerage.

The Vanguard account is larger, and holds Roth, IRA, etc.

I've been very happy with Schwab (since 2014 or so.) I'm ok with Vanguard in the same time period. IOW, we've felt no need or benefit to simplifying with one institution. At this time, if I had to pick, I'd consolidate everything at Schwab or FIDO. This is something that is in the back of my mind. I will go first, in all probability, and it will be helpful to have a nearby office. One child is familiar with Schwab and our local bank, so things will go smoother, I predict.

A transfer of inherited assets to that Schawb brokerage went well this year, taking just a few days. Schwab Customer Service is very good.

And, of course, YMMV.
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Old 12-01-2019, 06:20 PM   #23
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"I'm actually looking forward to being with Schwab. I've started out with Waterhouse Investor Services back in the mid 90s, and have followed through all the incarnations up to now. I've thought in the past about switching to Schwab, but waiting just proved one of the two laws of work that I developed as an IT guy.

"If you wait long enough, the problem will go away." "


Was the other "Prepare three envelopes"?
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