Should Dave Move His Primerica Roth IRA To Vanguard?

by | Aug 13, 2022 | Vanguard IRA | 14 comments




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14 Comments

  1. VPRO LIFIC

    Primerica is a great company! The person that he speaks s not a financial planner she's a life insurance agent. Primerica also has brokers that understand finances better. Primerica has been growing since 1977. Has a strong financial backing from great sources like A.M. BEST and FORBES. Here's another fun fact! VANGUARD holds most shares in Primerica.

  2. Bobby Ewan

    Primerica: most expensive term and mutual funds in the industry. Agents are full of misinformation. Run!

  3. Chito

    Hi, I have a Roth with Primerica , I want to transfer it out to Vanguard ASAP

  4. Francisco Vega

    There is no annual fee sir

  5. bashdadon _

    5 and a half percent?!?!?!?

  6. Electric Eel Studios

    Primerica reps have nothing to do with the market performance. also Primerica only offers the best of the best especially in franklin templeton. i have a mutual fund that has made 78 % in 2020 with compund interest. Just another Dumbass bashing the best finacial firm in the world. Sorry buddy but you have no idea what your talking about! Dont Listen to this geyser. Hes Wrong Stay with Primerica. anyone thats ever had a roth ira with primerica has seen massive growth year after year. I hate people who make videos about stuff they know nothing about. Your a fool!

  7. jjberg83

    I signed up about a year ago with them for a rollover with a modest balance. I just noticed today (so here I am!) about the fees coming out every month from my managed account. I could not believe it. They saved my ass pretty good during the Covid meltdown since I set it up to be conservative, knowing a recession would hit this year one way or another, but I totally underperformed the S&P through the late year boom. S&P +28%, me +9%. I talked to my rep this month about getting more aggressive and so my funds with Primerica are now in IUS, SPLV, IUSS, XMLV which all but SPLV are beating the S&P in the last 3 months. Should I ride this out and see if they can make me money and bite the bullet on the fees for now? I'm not contributing any more money with them either way. It's a weird situation since my rep with them is a friend of mine- I'd want to be very sure before cutting and running. Thanks! (PS, I was pretty vigilant that my accounts were flatlined during the entire recovery and I bugged her a couple times about it and she seemed to get pretty annoyed. But when the market is up 1000 points and I'm down 2% in a managed fund it's pretty ridiculous).

  8. ERROL M

    man…. yea there's a friend of my wife's friend that is contacting me about how "she can help me with my investments"…. and heck all i was doing was talking about economics and stocks with friends over dinner….

  9. Leo Cuteno

    I have a term policy with primerica. I also have a Roth IRA. Do you think I should stay with them or get out? My representative has helped out friends and he has helped them with investment account and Roth IRA and he has done good work with them. Should I join them or go to vanguard? My only thing is that this guy helps you invest your money and he knows his stuff and if I got to vanguard I have no help from anyone but myself or pay a financial advisor

  10. John D

    Either way, Vanguard gets your money because they own Primerica stock.

  11. Jonathan Cisneros

    Primerica is very deceptive in there concepts.

  12. Dan Casey

    Nicely stated!

  13. a012345

    "Performance is not guaranteed, but the fees are."

  14. vinyl1Earthlink

    "The Primerica Aggressive Salesmen Fund"

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