Charles Schwab Match This Good Bonus Offer to Move Your Money (USA)

When we get a new job, we need to decide what to do with our 401 (k)/pension. We have choices: 1) Rollover to the new employer (if offered). 2) Leave it with the prior employer. 3) Open a rollover IRA and move it there, which will open up A LOT MORE INVESTMENT CHOICES.

However, there are a few diligent things one should consider, don’t just rollover to any institutions. Here are my personal choices:

1) The institution is reputable (Ethical and trustworthy).

2) Fee structure (very important as it will eat into your profit.

3) How good is the brokerage firm you are considering in the following areas: Ease of use, powerful tools, customer service, and resource

4) Bonus offers for moving money to their brokerage firm.

Schwab is my brokerage of choice. Recently, I have decided to cash in my pension at my prior employer. I have reached out to Schwab, and they are willing to match E*Trade’s bonus for me. (FYI: They will not match SOFI’s 1% of the rollover amount because SOFI is not being considered as their equivalent institution, I guess.)

REMEMBER IN LONG-TERM INVESTMENT, EVERY MOVE COUNTS.

Below is the link I sent to Schwab to get the match. I am sharing the link for your convenience.

Boost Your Trading with E*TRADE's Brokerage Account Promo

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