stephenson
Thinks s/he gets paid by the post
- Joined
- Jul 3, 2009
- Messages
- 1,610
Hi All,
Am still trying to simplify my life by reducing the number of funds/companies I have assets with ... I waaaay over-diversified many years ago.
Was on the phone with Fidelity today on another topic, went through my list of funds and determined which they could hold ... turns out is most of them and only a couple had a sales fee associated with it ($50) that is assessed only when the fund is finally sold.
Since the sale of these have tax consequences, I don't want to further simplify, yet - will do so when my taxable income is lower.
Has anyone done this with Fidelity? Other companies? I have not yet checked with Vanguard.
I think I would like to "end up" with assets in more than one financial institution ... Vanguard has lowest cost index funds ... I kinda like the Fidelity brokerage account screens ...
Thoughts?
Thanks!
Am still trying to simplify my life by reducing the number of funds/companies I have assets with ... I waaaay over-diversified many years ago.
Was on the phone with Fidelity today on another topic, went through my list of funds and determined which they could hold ... turns out is most of them and only a couple had a sales fee associated with it ($50) that is assessed only when the fund is finally sold.
Since the sale of these have tax consequences, I don't want to further simplify, yet - will do so when my taxable income is lower.
Has anyone done this with Fidelity? Other companies? I have not yet checked with Vanguard.
I think I would like to "end up" with assets in more than one financial institution ... Vanguard has lowest cost index funds ... I kinda like the Fidelity brokerage account screens ...
Thoughts?
Thanks!