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FD and Old Joe, thx! …yes similar to what I was thinking. So just call Schwab and initiate the in kind transfer-and just let Schwab handle from there? Sounds way too easy, but should work. We shall see. Thx again.
Maybe slightly off topic, but…I have been w Schwab for a long time with generally great service. I recently transferred an IRA account to TRPrice and was given “Summit” status. Allows for the purchase of PRWCX, which was primary reason for the sin…
Newbie here…I’m pretty well worn out with Morningstar. Love PV. Stumbled across this site a few weeks ago. Take a look. https://www.jhinvestments.com/fund-compare .
