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How hard is Haas to get into?
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Anyone looking at airline stocks or ETF play?
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Chief
Look up pro-rata rules before you decide to do that roll over
Vanguard and its not even close. But if you are looking to consolidate your account Schwab is nice since they offer a pretty good checking account.
How does vanguard compare to Personal Capitals service? Seems like vanguard would limit or at least push you into vanguard funds
Chief
Building onto C1’s comment above...
I naively rolled over my Trad 401k balance from my former employer’s plan into a Trad IRA and now I screwed my ability to do Backdoor Roth due to pro rata rules. Fortunately my new employer’s plan offer after-tax contributions automatically converted to Roth (Mega Backdoor)
Chief
Yup! I think they call it a reverse rollover. Nice to know it's an option.