kannon
Recycles dryer sheets
Morning FIRE's -
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?
Thanks
Kannon
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?
Thanks
Kannon