Have a question about your personal investments? No matter how simple or complex, you can ask it here.
1 post • Page 1 of 1
My first time using a brokerage-type account for a Roth (Fidelity). Don't forget when you transfer funds to your Roth account, the funds are deposited into your sweep fund (e.g., a money market). After the transfer settles, you must then transfer the new contribution from the sweep fund into your desired mutual fund(s). I could easily see forgetting to do that and leaving funds in a money market.
A great challenge of life: Knowing enough to think you're doing it right, but not enough to know you're doing it wrong. — Neil deGrasse Tyson | 457th place in 2017 Boglehead Contest!