I've been doing some reading and I think I'm finally ready to switch to Vanguard. Currently, a franchised CFP manages my Roth IRA through Schwab. I know I can initiate the transfer through Vanguard, but should I sell all my funds at once and buy Vanguard or is it better to wait? Currently i have mostly large cap index funds and very little in bonds. And I'm thinking about buying all or most of the Vanguard index fund. Also, will I be charged any fees on either end for the transfer?
Info: 27 years old, married, no kids, employed full time.
Submitted September 06, 2017 at 09:03PM by lazrbeam http://ift.tt/2wI4FOR
