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My district recently added Vanguard as a provider for our district. I am so excited about it because I have educated myself with the use of many financial podcasts and websites etc. I appreciate your podcast and site for a lot of my knowledge. My question is should I transfer funds from my Equitable account to Vanguard account while the market is down or should I wait? Thanks in advance.
Hi, I currently have a 403b plan with AXA EQUI-VEST® - 403(b) and AXA Retirement 360. I have about $61,000 in the Equi-vest account and about $12,000 in the Retirement 360 account. Over the last 10 years, I've contributed to the account on and off, but I've completely stopped contributing in October of 2018. If it matters, I'm 32, so retirement isn't exactly around the corner for me. Since I've stopped contributing, I've been maxing out my Roth IRA and have been investing in low-fee index funds through my vanguard account. I'm wondering two things: 1) Aside from the Roth IRA and index funds investments, should I be contributing to a 403b using a less terrible option than AXA? 2) What should I do with the money that I currently have in my AXA account? (I've asked the representative for my account and he's given me the round around about surrender fees.) Unfortunately, my district has discontinued many of the 403b options that have lower fees, and we are left with three options: AIG Retirement Services/Valic (19 bps), AXA (31 bps), Lincoln (25 bps). The district has also started offering 457b plans, but I've never had one. Any advice is appreciated!
How about AXA now requiring every transfer out to have their own personal unique code on the transfer form or they will reject the transfer. This means the client has to login online and most likely call the call center after a 30 minute hold time just to get their login info. How can this even be legal?