Search found 2 matches

by IowaNative
Wed Nov 13, 2019 5:14 pm
Forum: Personal Investments
Topic: Moving Roth IRA from Vanguard to TIAA Brokerage
Replies: 8
Views: 624

Re: Moving Roth IRA from Vanguard to TIAA Brokerage

Thank you all for these responses. WMAs get a bonus for bringing more funds under TIAA management. They have different arrangements that involve fees. My advisor claims the brokerage doesn’t generate additional fees beyond those Vanguard charges. I don’t feel I need an advisor right now. The only ap...
by IowaNative
Tue Nov 12, 2019 11:05 pm
Forum: Personal Investments
Topic: Moving Roth IRA from Vanguard to TIAA Brokerage
Replies: 8
Views: 624

Moving Roth IRA from Vanguard to TIAA Brokerage

My Wealth Management Adviser at TIAA has suggested I move my Roth IRA, currently with Vanguard, to a TIAA brokerage account. I could own the same Vanguard funds and, according to her, I wouldn't pay any additional fees. Her suggestion came after I indicated my plan to start converting proceeds from ...