PandaBear
Recycles dryer sheets
- Joined
- Mar 11, 2014
- Messages
- 313
Hi,
Atfter many years of having our money through Waddell and Reed, dh is ready to make a change. He Is planning on moving our retirement fund (currently close to 600K) to Vanguard. The plan would then be to move our current 401k (also about 600K) when dh retires in a couple of years.
This is a big move for us. His brother has been trying to get him to make the move to vanguard for quite a while.
Do you have any advice for us as we do this? Anything we need to consider?
Thanks
Atfter many years of having our money through Waddell and Reed, dh is ready to make a change. He Is planning on moving our retirement fund (currently close to 600K) to Vanguard. The plan would then be to move our current 401k (also about 600K) when dh retires in a couple of years.
This is a big move for us. His brother has been trying to get him to make the move to vanguard for quite a while.
Do you have any advice for us as we do this? Anything we need to consider?
Thanks