Recent content by anders2010

does anyone know what this process is like? i am planning on transferring my sep from fidelity to vanguard and i was just on the phone with vanguard so i know how to do it but i have a few questions about the implications or whatever. so i assume, if im making this transfer i will have to...

Thanks guys, didn't know it was that simple

Hey, a question. So I have two retirement accounts with Fidelity. One is a Roth IRA thats not invested in anything and the other is a SEP invested in a bunch of mutual funds. I want to do two things, first I want to sell the funds within the SEP without withdrawing from it (is that possible?)...

Thanks, I hadn't realized this. Sorry about that :blush:

woah thanks for all the responses guys. i have gotten most of it sorted out thankfully without having to deal with my former adviser. my funds were with fidelity so i called them up and finally got online access to my account (my adviser would always dodge this subject when i brought it up with...

first off i want to say recently i have seen the light about investing on my own and sticking with index funds over actively managed funds but i got into this when i was ignorant of all that stuff and am trying to fix things. so my financial adviser moved to another firm a couple months ago and...

thanks for all the help guys, I think I'm starting to get it. index funds are the way to go

i just learned about index funds and i've spent the whole day trying to figure them out. i've read a bunch of articles about how they are superior to mutual funds because mutual funds come with expenses that index funds don't. but i have looked at a bunch of index funds and i am not really wowed...