Long time reader of this board, but first time posting. I value everyone's opinion on there, so here's the question:
Who is the better option to transfer my investments from EJ? Vanguard, Fidelity, Schuab, ect? I have investments also in Merrill, but they will not do automatic investing unless I am paying for the managed accounts, which I think is basically another version of EJ. I don't have any other issues with Merrill, but only there because I bank with BoA.
Here's what I am looking for:
- Able to easily do a back door roth
-Automatic monthly investments/purchases
-low fees (I've had enough of EJ)
- Able to transfer stocks as much as possible from EJ to lower tax issues and not have to sell
- Need to be able to open 529s (I'm betting this can be done anywhere, but it's something that will need to be done)
I am married with one 2 yr old, mid 30s. I am not a trader, and this will be mainly for retirement buy and hold type of purchases. I have a traditional IRA, roth IRA, and a taxed account.
I've done some reading online, but figured I'd just come ask the experts.
Thanks for reading and Gig'em
Who is the better option to transfer my investments from EJ? Vanguard, Fidelity, Schuab, ect? I have investments also in Merrill, but they will not do automatic investing unless I am paying for the managed accounts, which I think is basically another version of EJ. I don't have any other issues with Merrill, but only there because I bank with BoA.
Here's what I am looking for:
- Able to easily do a back door roth
-Automatic monthly investments/purchases
-low fees (I've had enough of EJ)
- Able to transfer stocks as much as possible from EJ to lower tax issues and not have to sell
- Need to be able to open 529s (I'm betting this can be done anywhere, but it's something that will need to be done)
I am married with one 2 yr old, mid 30s. I am not a trader, and this will be mainly for retirement buy and hold type of purchases. I have a traditional IRA, roth IRA, and a taxed account.
I've done some reading online, but figured I'd just come ask the experts.
Thanks for reading and Gig'em