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ROTH IRA Fees, how much is too much?
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RickB
Posted 7/27/2016 18:06 (#5435710 - in reply to #5435616)
Subject: RE: ROTH IRA Fees, how much is too much?



Lincoln County. NC
rosiesdad - 7/27/2016 18:09

Jeffery - 7/27/2016 16:52

This is not an employer based account, I set this up years ago through a private local company.


Is it possible to move a roth balance from one company to another? I know I can quit contributing through this company and start another one somewhere else, but can I dump these guys completely if necessary?


I am pretty sure if you go to new company XX and decided they are your new custodian for the ROTH IRA, they can and will provide the paperwork for a transfer. LET the new company do the paperwork.... You wont even have to go see your old "advisor or company". Your signature on the new company's forms should be all they need.


Agree.
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