SEP IRA rollover into 401K

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BajaMig
Posts: 17
Joined: Sat Jul 28, 2018 1:01 pm

SEP IRA rollover into 401K

Post by BajaMig » Thu Aug 09, 2018 7:20 pm

All, I'm currently looking at rolling over my SEP-IRA plan into one of the following Fidelity, Schwab, Etrade or TDAmeritrade. I like E-trade because I can buy ETFs, Roth option, Loans and they take IRA Rollovers. I also like that I will get $1,200 plus commission-free trades. I've read https://www.bogleheads.org/wiki/E*TRADE which explains the Boglehead-style investing plan there. Does anyone have any experience with E-trade? Does anyone feel that their company might be better? I know others who have helped me in previous posts have recommended Fidelity.
Thanks!

PFInterest
Posts: 2252
Joined: Sun Jan 08, 2017 12:25 pm

Re: SEP IRA rollover into 401K

Post by PFInterest » Thu Aug 09, 2018 7:29 pm

E-Trade is fine. Basically anyone but Vanguard.

worthit
Posts: 34
Joined: Tue Jun 19, 2018 2:10 pm

Re: SEP IRA rollover into 401K

Post by worthit » Thu Aug 09, 2018 8:31 pm

Yes, E Trade has a lot to offer. I have been a customer of theirs for a decade now and really don't have any complaints. I am now executing a backdoor Roth and a mega backdoor Roth as well which after some initial delays is proceeding smoothly. Overall, a happy customer. However, I am looking to open up an account with Fidelity or Vanguard so that I don't have all my investments with one custodian.

BajaMig
Posts: 17
Joined: Sat Jul 28, 2018 1:01 pm

Re: SEP IRA rollover into 401K

Post by BajaMig » Thu Aug 09, 2018 9:27 pm

Thanks for the responses!

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