Transferring Retirement Accounts: Why Timing Your Transition to Fidelity or Schwab Won’t Beat the Market
Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions. A person named D recently called Talking about real money with exactly that anxiety, telling host Tom Henske that “there was a big day in the market recently and I had submitted an ACAT transfer request from…