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by mvaxe
Tue Mar 24, 2020 7:25 pm
Forum: Personal Investments
Topic: In search of guidance on asset allocation after transferring Roth IRA from Schwab to Vanguard
Replies: 2
Views: 202

In search of guidance on asset allocation after transferring Roth IRA from Schwab to Vanguard

I previously was using an advisor through Charles Schwab and after learning more about fees and how much they cost you over the course of your investing life, I decided to transfer my Roth IRA to Vanguard. Initially, my plan was to transfer all of my ETFs from Schwab to Vanguard and then sell those ...