Decided it's time to move away from my long time advisor and move into a Lazy Portfolio as I prepare to start withdraws. My question centers around how to transition my current account that has 70% in tax defered accounts as well as about 200k which is taxable that holds long term funds. Are there any concerns in moving the tax defered accounts and what should one look out for in regards to the taxable account. I currently have to many funds (my opinion) that makes it really hard to rebalance and get yearly performance info Time for a change!
Thanks Tom
Thanks Tom