Tuesday, July 27, 2010

I have money in deferred load mutuals in a SEP IRA and i would like to move to a diff. fund family, any advice

Vanguard is the old standby for the lowest cost fee for mutual funds, and there is nothing wrong with them as a choice.





Fidelity would be my choice if you wanted to get more into stocks.





Call either one and they'll get you transfered.I have money in deferred load mutuals in a SEP IRA and i would like to move to a diff. fund family, any advice
Mnhockey ... Andy gave you terrific advice. Follow it ... give either Vanguard or Fidelity a call. Vanguard if you are a more conservative investor, or Fidelity if you are more into stock picking and taking on more risk.


Good Luck!

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