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Personal Investments • Re: Back with my Complex Portfolio with High Expenses

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I'm happy to report that I've sold all of the funds and ETFs in my IRA and Roth IRA. I've already purchased VTI in the Roth account using any funds that were available, and BND in the tIRA. I need to wait a few days for the cash from the mutual funds to become available to finish the job.

.. I have turned off dividend and capital gains reinvestment in the taxable account.
Is it best to wait 30 days before I start any selling in that account? ..
Yes. Just to be safe, wait 30 days before buying anything in the taxable account.
Congrats on getting off the dime!

Statistics: Posted by doobiedoo — Sun May 05, 2024 12:20 am



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