I am fast approaching retirement 31 Dec 14. Have a variety of CDs, IRAs, 401's, checking, savings accounts. Want to simplify into minimal accounts. May not be able to move my federal TSP/401 (just real low admin fees that make it worth keeping) but would like to minimize accounts.
Was interested in what others are doing and with who - Schwabs? Fidelity? ...
Also - going to a Ric Edleman session this Tuesday - sure i will get advice on moving our assets there. Any one using Ric Edelman?
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
I have accounts with both Schwab and Fidelity. I find them virtually the same. I use Schwab for stocks and Fidelity for municipal bonds. I trade both for my own account and have grown comfortable with both platforms. You will not go wrong with either.
If it is a coin toss, might suggest choosing the one with the closest office so that you can speak to a human face to face if the need ever arises.
This community was started in 2002 as an alternative to a then fee only Motley Fool. The focus of the discussions is on topics related to early retirement and financial independence. The community is moderated to ensure a pleasant experience for our members.