Skip to main content
No. of Recommendations: 0
The best way to answer this kind of question is to set up a spreadsheet, enter your load costs, and the return you expect to get in the future for the investment alternatives. Finally calculate what the account balance will be in say 5 years leaving the investment where it is or moving it and paying loads.

If there is a clear choice one way or the other, this calculation will usually reveal it. (But much depends on the quality of the data entered and especially your estimates of future returns. That is why the question is difficult to answer.)

It is the right question to ask though. Best of luck in your decision.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.