Search found 5 matches

by caltaz723
Sun Jan 17, 2021 9:28 pm
Forum: Personal Investments
Topic: Share class conversions at American Funds
Replies: 2
Views: 197

Re: Share class conversions at American Funds

Large accounts are ROTH and Traditional IRA. Small 529s~under 10K total. Most can rollover with minimal tax costs and I'll gladly pay fees to get out. I'm looking to cut all ties, no matter the cost, as long term benefits clearly outweigh the benefit of staying at this brokerage. Hindsight; we shoul...
by caltaz723
Sun Jan 17, 2021 8:47 pm
Forum: Personal Investments
Topic: Share class conversions at American Funds
Replies: 2
Views: 197

Share class conversions at American Funds

We have 2 accounts at AF that I'm looking to roll over to Vanguard soon. We have a meeting scheduled Tuesday with our ridiculously overpaid CFP. I want to be prepared for any push back from her and my hubby regarding the cost of our investments. Until March 2019, most of our holdings were C class (o...
by caltaz723
Wed Jan 13, 2021 9:01 am
Forum: Personal Investments
Topic: Considering moving funds from American Funds to Vanguard
Replies: 12
Views: 1062

Re: Considering moving funds from American Funds to Vanguard

Also, consider any of the major Vanguard competitors (Fidelity, Schwab, E*Trade) - they can all do what you'll need at a very low cost like Vanguard. This. I would suggest you search the forum for complaints regarding Vanguard's customer service before deciding where to land. You may still select V...
by caltaz723
Tue Jan 12, 2021 8:46 pm
Forum: Personal Investments
Topic: Considering moving funds from American Funds to Vanguard
Replies: 12
Views: 1062

Re: Considering moving funds from American Funds to Vanguard

Thanks for all the advice! I'm looking into all links from previous posts to help ease this transition. In my husbands ROTH we have AMCFX, GWPEX, AEPEX, GFFFX, ANWFX and in my IRA I have PGWFX and GFFFX. No load funds but the ER's (0.30-0.48) are not where I've researched they could be, in addition ...
by caltaz723
Tue Jan 12, 2021 6:09 pm
Forum: Personal Investments
Topic: Considering moving funds from American Funds to Vanguard
Replies: 12
Views: 1062

Considering moving funds from American Funds to Vanguard

Good evening! I am so glad that I found this group. Recently started to learn all the things I didn't know that I didn't know and my head is spinning! I am trying to encourage my husband to move our assets to Vanguard and am being met with his stubbornness and a lack of understanding. Background: We...