So I moved all may accounts over to Fidelity. What do I have? An IRA and Roth IRA for both my wife and I, which were the transferred accounts, plus my wife’s 401(k), are at Fidelity. I have my own 401(k) through my work at yet another company. I was initially interested in Vanguard, with its extensive line of index funds. However, I had less in the Roth IRA accounts than the account minimum, which is currently $3000. (Vanguard also charges a $10 fee on accounts of less than $5000, which also includes my IRA account, plus a $10 fee on each index fund in each account.) So, for the moment, Vanguard is out, although I might consider moving the accounts over once I have more than in each account. In any event, as my wife and I are contributing into our 401(k)s, I will roll over the IRAs into the Roth IRA accounts in 2010, when the income limits on this type of transaction go away. Read the rest of this entry »
Archive for April 7th, 2007
Where we are now, financially…
Posted by texasmoose on April 7, 2007
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