The Money Mustache Community

Learning, Sharing, and Teaching => Investor Alley => Topic started by: vagabond on October 15, 2013, 08:50:40 AM

Title: switching traditional IRA
Post by: vagabond 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.
Title: Re: switching traditional IRA
Post by: bevathome 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.