A few years ago I moved some older 401Ks, IRA, and brokerage accounts into Chase Managed Accounts, which I didn’t realize how bad the 1+% fee was at the time. Majority of my retirement now sits here, so is it possible to move it all to fidelity, or will there be tax implications on the sale and rebuy, forcing me to leave it there and just make sure all future retirement is put into my fidelity account? Or could this be a clean transfer over to fidelity?
About 40% of the funds are in Fidelity funds, with another 40% in Six Circle funds.
Thanks in advance for the help, really want to get away from the manager account fee.
Submitted June 10, 2023 at 08:00AM by btiger12092 https://ift.tt/6eabtSD
