Charles Schwab and Fidelity made it really fast and easy to rollover a 401k to an IRA. The whole process completed in only two days.
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
This article lists the best index fund and ETF choice for each asset class when you invest at Fidelity.
A CD special five years ago beat investing in a bond fund as expected.
One HSA provider stands out well above others for people who invest the HSA money.
Calculate whether the time has come to sell your I Bond and switch to TIPS.
Fidelity Freedom Index Funds offer deposit-and-forget convenience with low cost, broad diversification, and automatic rebalancing.
A portfolio withdrawal setup is not complicated. Many parts are already familiar. The variable percentage withdrawal method automatically adapts.
You have several good options for your maturing CD. All have their own merits. You can’t go too wrong.
Tax efficient asset placement is directionally correct but the relative sizes of your accounts can put a serious limit on its effectiveness.
ETF providers will continue to pay brokers for preferential treatment. Other brokers will still want to keep assets away from Vanguard.
Residents in many states can use a 529 plan from another state without losing any tax benefits.