Author Topic: switching traditional IRA  (Read 1626 times)

vagabond

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switching traditional IRA
« on: October 15, 2013, 08:50:40 AM »
Hi,
I have invested in jpmorgan investor growth fd & would like to move to a ira acc with Vanguard into index funds to save on fees. Could anybody advise on the process for doing the same & if it was a wise move.

bevathome

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Re: switching traditional IRA
« Reply #1 on: October 15, 2013, 09:10:41 AM »
I moved IRAs to Vanguard from American Funds in March to reduce fees.  It was really easy to do over the phone.  Just have your old account information accessible.

Depending on how much you have in the account(s), you may have the option of talking with a Vanguard adviser for no cost, too.