401K是很好的长期投资工具。最近发现401K也被管理公司割韭菜了,大家看看是否合理?

本帖于 2024-04-20 10:55:51 时间, 由普通用户 parentb 编辑

看看我4月份被抽走的费,共$78.02:

Date Activity Fund Money Source # of Units/Shares Unit/Share Price Amount
04/12/2024 Fee 7577 TRowePrc Blue Chip Growth Fund I Roth -0.054 $170.11 -$9.18
04/12/2024 Fee C975 Fidelity 500 Index Fund ER MATCH (4 YRS) -0.029 $177.94 -$5.24
04/12/2024 Fee C975 Fidelity 500 Index Fund Employee PreTax -0.134 $177.94 -$23.84
04/12/2024 Fee C975 Fidelity 500 Index Fund ER MATCH (5 YRS) -0.004 $177.94 -$0.71
04/12/2024 Fee C975 Fidelity 500 Index Fund Roth -0.051 $177.94 -$9.13
04/12/2024 Fee 7577 TRowePrc Blue Chip Growth Fund I ER MATCH (4 YRS) -0.031 $170.11 -$5.27
04/12/2024 Fee 7577 TRowePrc Blue Chip Growth Fund I Employee PreTax -0.141 $170.11 -$23.94
04/12/2024 Fee 7577 TRowePrc Blue Chip Growth Fund I ER MATCH (5 YRS) -0.004 $170.11 -$0.71

 

将来等我离开公司,我要做的第一件事情就是转到自己的IRA或Roth IRA账户。

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