Take a deep breath, it's going to be okay.
I would suggest you take an inventory of all the accounts here and post the contents according to the standard format under "Asking Portfolio Questions."
This will give us an idea of what can be transferred directly. For the stuff that can't, you will be facing both taxes and surrender fees for liquidating. The folks here can help you weigh the pros and cons.
After a thorough review, you can call Vanguard or Fidelity, and you will know exactly what to tell them to ensure a smooth transfer process.
You should be able to go through the process of leaving your advisor without any contact with them--the new custodian should handle everything on your behalf.
I would suggest you take an inventory of all the accounts here and post the contents according to the standard format under "Asking Portfolio Questions."
This will give us an idea of what can be transferred directly. For the stuff that can't, you will be facing both taxes and surrender fees for liquidating. The folks here can help you weigh the pros and cons.
After a thorough review, you can call Vanguard or Fidelity, and you will know exactly what to tell them to ensure a smooth transfer process.
You should be able to go through the process of leaving your advisor without any contact with them--the new custodian should handle everything on your behalf.
Statistics: Posted by aristotelian — Fri May 24, 2024 12:09 am