The Money Mustache Community
Learning, Sharing, and Teaching => Investor Alley => Topic started by: bobcobb7 on November 06, 2017, 11:45:20 AM
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Hi all,
Planning to transfer my Roth IRA in-kind from TDAmeritrade to Vanguard. All holdings are Vanguard ETFs. Anything that I need to be aware of before completing the process via Vanguard online? I don't have a Roth IRA at Vanguard so this would be a new account.
Thanks
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Sounds pretty simple and no hiccups. I'm doing the same with my Personal Capital IRA (to VG), but they are different funds going into Vanguard. I'm using the advisory service to help. You could call them and ask your question, but I bet they'll say you are doing it right.
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I'm a longtime happy Vanguard customer.
One thing to keep in mind is that for lots of stuff that you want to do, Vanguard has a form that you print, fill out, and mail in. They do not do as many things online as you might expect.
So if, in the process of your transfer, Vanguard asks you to fill out a form, that is probably to be expected but may be a bit unexpected by a new customer such as yourself.
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I did ths a few months ago from troweprice to vanguard. I had to print out a form and take it to my bank to get a special notorized - like signature and send it back to troweprice. That was their requirement not vanguard. Otherwise pretty straightforward. Took a few weeks.
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Thanks all. I'll proceed as planned.
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Vanguard is great and all, but if you're already in Vanguard ETFs - why are you bothering to move? Did TDA customer service fail you or something? Costs should be similar.
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Vanguard is great and all, but if you're already in Vanguard ETFs - why are you bothering to move? Did TDA customer service fail you or something? Costs should be similar.
Probably because TDA dropped Vanguard from its list of commission-free ETFs in favor of State Street.
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Vanguard is great and all, but if you're already in Vanguard ETFs - why are you bothering to move? Did TDA customer service fail you or something? Costs should be similar.
Probably because TDA dropped Vanguard from its list of commission-free ETFs in favor of State Street.
Ah, right. Thanks.