Are these all in a taxable account? A 401k or similar? An IRA?
Or across account types.
This will matter for tax purposes depending on which type of account the funds are in.
Might be worth your time to let everyone know how these are divided up or if it’s all a retirement account.
Simplify, reduce the number of funds - like most responses have stated.
Or across account types.
This will matter for tax purposes depending on which type of account the funds are in.
Might be worth your time to let everyone know how these are divided up or if it’s all a retirement account.
Simplify, reduce the number of funds - like most responses have stated.
Statistics: Posted by mortfree — Thu May 02, 2024 8:40 pm — Replies 23 — Views 2440