Hello, if my parents had invested their $511k into a lazy 2 or 3 fund portfolio into VTI, BND, and VXUS 12/2012 what would they have now? Is there a calculator they could use? They have been drawing $24k/year distributions.
They currently have around $1.060M from then with their distributions and having paid $56k in fees to their raymond james advisor.
I cannot move it and yes they are paying around $8k in fees but it is what it is.
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