... over 401Ks? Prudential have DW and I's 401Ks, combined they represent around 75% of the portfolio. Fidelity has roughly the other 25%. I intend to move the Prudential segments into Fidelity before May when DW retires. With the recent "dip", it has made me wonder if/when is the best time to do this. Have spoken to the Fido rep about this and he says they have "like" mutual funds to invest the proceeds in. That would be the intent, I like Fidelity and once DW retires and we start drawing on the portfolio, I want the bulk of it all the same place.
Part of me thinks that if it is reinvested in the Fido products fairly quickly, it really doesn't matter much. Thoughts??
Part of me thinks that if it is reinvested in the Fido products fairly quickly, it really doesn't matter much. Thoughts??