Should I rollover my 403b to a Vanguard or fidelity target fund because of the 1.4% costs to keep it there?I retired 2 years ago so I don't really need it for the company program anymore and will not contribute to it. The 403b is a variable annuity with no life insurance provision, I have 7 funds in it.I figure the costs are about 1000 per year.Is there any advantage to keeping it? Am I missing something or is there a better way to go.
Yes, if it is less expensive to have similar investments elsewhere in a "Rollover IRA", it makes sense to go ahead and do a "custodian-to-custodian transfer" to get the value of your 403(b) moved over to Vanguard or Fidelity, depending on which best meets your investment plans.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |