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Author: drippinfool Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75340  
Subject: Re: Should I move my Roth IRA to Vanguard? Date: 2/23/2009 11:41 AM
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One thing you might want to check on is whether you can transfer any of your existing holdings in kind to Vanguard. When I transferred my IRA to Vanguard from Schwab I was able to do so with many of them. However, I eventually moved most of the assets into Vanguard mutual funds because of the low expense ratios. Transferring in kind may take some of the sting out of changing custodians if the alternative is liquidating positions that are down significantly before the transfer.

-drip
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