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Investing - Theory, News & General • Vanguard to Exit Individual 401(k), Multi-SEP, and SIMPLE IRA Plans With Ascensus Deal

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... The pain for me is that I would have to now switch from Vanguard mutual funds to similar Fidelity/Schwab mutual funds that do the same thing as the ones I currently have in Vanguard. So now, in order to avoid Schwab/Fidelity fees for holding Vanguard funds, I would have to do a whole lotta research to see what are similar funds...and I don't have time for that.
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It's easy to pick similar funds at Fidelity or Schwab because the research has already been done!

Check out the Bogleheads wiki articles for Fidelity and Schwab. Each one has a list of funds alongside their corresponding Vanguard funds.

* the above assumes you're using typical Bogleheads' kinds of low cost broad-market index funds.

Statistics: Posted by sycamore — Sun Apr 21, 2024 6:26 am — Replies 130 — Views 10714



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