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Unread 2015-11-01, 12:50 PM   #1
JewelsMari
 
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Default Banking Questions

I went and opened a Checking account with CHASE the other day. The banker I worked with was very helpful, and said that I could move up to the next level of checking account (which was the one I wanted) by converting the 401K's I have from previous employers over to an IRA with CHASE. I had planned on rolling those over to my current, I just hadn't gotten around to it yet.

He also said that at that point I can leave it alone, manage it myself, or have them manage it for me. I never did get a solid answer on how much that was going to cost me. There is a guy that I work with, that manages the 401k's for quite a few of my co-workers. They are happy with him, but after reading on a lot of things, and asking some questions, I think I can do just as well on my own. The CHASE banker also said that he can help advise me on my work account as well, and let me know if I need to move anything around.

Right now I just have the Retirement Target Date fund... My mom was taking care of all that for me previously, and I think she makes changes on the other accounts, but hasn't done anything with this one.

Main question is - Do I go with the CHASE banker for the IRA management? or just do it myself? Also - I meet with him again on the 18th. What other questions do I need to ask?

(FYI - I went with CHASE because of the CC's I had open. I closed out with Citibank, and Capital One because I absolutely hated working with them. Discover and CHASE were great. And I already love the mobile app for CHASE.)
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Unread 2015-11-17, 02:12 PM   #2
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As a Chase Private Client member. I'm satisfied. But not everyone is. If you feel confident enough to do it, it's always better to do it yourself.
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I guess people are doing anything for a quick buck these days. If I wanna vacuum my house butt naked while listening to Darude - Sandstorm with the blinds open, I should be able to without people OUTSIDE giving a fuck.
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