Search found 57 matches

by money
Thu Feb 14, 2013 10:31 am
Forum: Personal Investments
Topic: Rebalancing template/spreadsheet
Replies: 14
Views: 3803

Re: Rebalancing template/spreadsheet

Awesome Google Docs suggestion for automatic price updates, thanks!

http://support.google.com/drive/bin/ans ... wer=155178
by money
Mon Feb 11, 2013 2:47 pm
Forum: Personal Investments
Topic: Advice on moving ETFs out of TradeKing
Replies: 8
Views: 1527

Re: Advice on moving ETFs out of TradeKing

I spoke with TD Ameritrade and they said they would cover the fee if I send in a request for them to reimburse the fee after the transfer is completed. It looks like later, I have the option to do a free partial transfer for the Vanguard ETFs if I feel like I want to have the funds at Vanguard. I will at least cut down one account by doing this transfer.
by money
Mon Feb 11, 2013 12:42 am
Forum: Personal Investments
Topic: Advice on moving ETFs out of TradeKing
Replies: 8
Views: 1527

Re: Advice on moving ETFs out of TradeKing

Thanks for the link, some good info there...

I also have accounts at TD Ameritrade and Vanguard (edited initial post). TD Ameritrade offers free trades for the Vanguard ETFs I am holding, so that could be an option, but I do not see an offer for reimbursement, and I already have an account there, so they might not anyway (amount is ~$6K). If I transfer to Vanguard, that would also help contribute to Voyager status since I am in the process of consolidating my IRA/401K accounts to Vanguard. I guess if TD Ameritrade would reimburse an ACAT, I could do a partial ACAT later on to Vanguard if I felt the need. Otherwise, maybe I should just eat the $50 and move the ETFs directly to Vanguard.
by money
Sun Feb 10, 2013 1:03 am
Forum: Personal Investments
Topic: Advice on moving ETFs out of TradeKing
Replies: 8
Views: 1527

Re: Advice on moving ETFs out of TradeKing

Vanguard could be one option, however, I would probably get hit with a $50 account closing fee by TradeKing... I am wondering if there is another option.
by money
Sat Feb 09, 2013 11:37 pm
Forum: Personal Investments
Topic: Advice on moving ETFs out of TradeKing
Replies: 8
Views: 1527

Advice on moving ETFs out of TradeKing

A few years ago I bought several Vanguard ETFs through free trades at a brokerage that offered 10 free trades and the brokerage subsequently got bought by TradeKing. What would be the best way to move these ETFs to avoid account closing fees and capital gains? I would like to add to these positions again in the near future with a brokerage that offers free ETF trades.

Edit: I also have accounts at TD Ameritrade and Vanguard

Another related issue: If someone has a low/no fee brokerage to recommend to transfer some funds I have in an IRA such as POAGX, DODGX, DODFX, I would appreciate hearing about it. Thanks!
by money
Sat Feb 02, 2013 2:49 pm
Forum: Personal Investments
Topic: Investment timing strategies for 401(k) -> IRA rollovers?
Replies: 11
Views: 2545

Re: Investment timing strategies for 401(k) -> IRA rollovers

I am going to do a rollover of a Fidelity 401k to a Vanguard IRA somewhat soon. I think you can specify that the check go directly to Vanguard and what to invest in when the funds hit the account. Maybe TD also can do this to at least cut-down the delay a little bit. I plan on doing an immediate sideways move of all funds to similar funds/ETFs with Vanguard for lower fees and account consolidation. If you only want to invest in Vanguard. ETFs, maybe you should go direct to avoid trading costs.
by money
Sun Jan 20, 2013 4:46 pm
Forum: Personal Investments
Topic: IRA contribution for 2012? (had 401K part of year)
Replies: 1
Views: 331

IRA contribution for 2012? (had 401K part of year)

Hello, I am trying to figure out what to do regarding contributing to an IRA for the year 2012. I am in the situation where I was covered by an employer sponsored 401K account for most of the year and my income is in the range where only about $500 (according to TurboTax) is tax deductible for a traditional IRA account. Unfortunately I did not contribute as much as I should have in 2012 my 401K. How can I beef-up my my IRA contributions, are there any exemptions since for about the last 3 months I was not covered by a retirement plan? Should I considering putting money into a Roth IRA, such as $500 into a traditional IRA and a few thousand into a Roth IRA?

Thanks for your advice,

mr. money :wink: :moneybag