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should I transfer?

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  • should I transfer?

    I've been in the process the last couple months of consolidating various retirement accounts I had spread all over to one account with T Rowe. Make life more manageable.

    I have an old account with Sharebuilders that I started way back in 2000. It basically was a little extra money I used to invest in various stocks to kind of learn the process. Its probably about $3000.

    I was wondering if I should/could transfer that money to my T Rowe and put it into my Roth. Right now its just a regular investment account with Sharebuilders. I'm not really doing anything with it now and I'm sure my gains are pretty low.

  • #2
    Are there any fees to relocate the funds? If not, perhaps it will make it easier to manage your entire portfolio.

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