My wife and I currently have over $600,000 in retirement accounts. Mine is a 457plan while hers is a 403bplan. They are both in Fidelity accounts. I am 56 and she is 54. We would like to retire 60-62. Does anyone have any experience with Fidelity and have any advice as to which funds would be best for us. Any advice or opinions is appreciated.
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Does anyone have any experience with Fidelity and have any advice as to which funds would be best for us. Any advice or opinions is appreciated.
Welcome, my latest experience with Fidelity:
They like fees (like conversion from 401k to IRA) and make it very difficult to move elsewhere (RETIREMENT CLOSE FEE $50). Anyway, I moved the account to TD Ameritrade, they had a deal that more then made up for it.
Hard to say what it was, when it isn't. FIRED in 2005 @ 55
I have several accounts with FIDO and count myself as a satisfied customer the vast majority of the time.
FIDO has a huge number of funds to choose from to include many from outside the family.
They now offer fee free ETF transactions on a pretty nice group of ETF's. Most of my recent activity has been in the ETF biz, but they also have a fine selection of sector funds.
However, to answer your question, I agree with Michael that you should provide some additional info.
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