HelloI'm a newbie, have read books and studied several web sites, and now that I have joined the foolish boards, have a couple of questions as I approach retirement(1 year and counting). The 403(b) plans at both my former and current institution are invested in mutual funds, so I assume these are 403(b)7 plans? I also have a traditional IRA invested in a single mutual fund. Also, I have a tax-deferred variable annuity, also invested in mutuals ( & have held past the penalty withdrawal phase) where I was advised to park a small inheritance. I am starting to feel more confident about investing foolishly, as well as having more time to spend on managing my own finances. If there is a post which covers this main question, please refer me: since I am not concerned about a enrolling in yet another 403(b) or other retirement plan, can I create a direct transfer of these 3 classes of assets [403(b)7, IRA, tax deferred variable annuity into a single self managed account at a brokerage? Secondly, is there an article or post comparing the fee structure of the various brokerages/mutual funds for these types of services? So far I have been requesting materials from each prospective agent & it's been tedious (but perhaps necessary?).Thanks in advance, Starryskies
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra