My investments are with an advisor charging 1%. I want to switch them back to save the advisor fee. I am up $19k in taxable investments and 2k in non taxable this year.
To sell everything for taxable would incur approx $4k in taxes. Anyway to avoid this that you see?
I would want to sell the funds that is in to simplify to a 3 fund or target date retirement fund model
After I get all these properties paid off I will be SAVING more. I want to have more investments... up to this point although I have managed to save a lot most of my focus has been on getting these properties paid off and up to speed.
I think I would feel real good if I had $700k... will take some time..
and I am really considering staying at this high dollar job through the end of next year... especially if I can get some hours.
We will see.
Asking for quick thoughts-changing investments