▲ 3 r/Schwab
Funds incentive
We already have Roth accounts at Schwab.
Husband (65) recently retired and wants to move 457b account >$1 MIL to Schwab.
We have an appointment with local Schwab FA next week.
FA did not mention Schwab incentive to move new money to Schwab, but I saw it online.
- When do I ask FA about the incentive?
- Given I have not been offered incentive, do I wait to move funds until after I meet with FA ?
u/Final-Butterfly-60 — 4 days ago