Maybe not the right bowl, but looking to setup an IRA account for the first time in the US for the back door Roth purposes. Currently my firm has a tie-up with Fidelity for 401k, which I contribute to. Any institution/s recommended to open up the IRA account for a hands-off inventor? Thank you!

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Vanguard has the best offerings from a financial perspective but I absolutely cannot stand their app. Fidelity or Schwab are the other two you should be considering, extremely similar offerings but a more friendly interface IMO. Take the Boglehead investing approach and set up automatic purchasing of a TDF or index funds with broad exposure and never, ever panic sell it.

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Call fidelity and ask them for help. They ll tell you exactly what to do

helpful

For convenience, also better to have it all with Fidelity to set up broker feed et al. On Fidelity

1. Open new account, select IRA, select traditional.

2. Repeat process and open Roth

3. Find traditional, transfer from traditional to Roth.

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