Consolidation question?

[BobMW]

62, approximately year out from retirement. Thanks to knowledge gleamed here in last year have put together a pretty comprehensive spreadsheet of investments and now know my allocation is 75/25. I see now I’m a little all over place and want to consolidate to simplify. Have Roth IRAs at VG, 401K with AIG, annuity at Talcott / Hartford, and taxable investments at Steifel. Inherited the Steifel money & have mostly left it there. It’s about 45% of my investments. Funny I don’t find anything on Steifel when I search here. Leaning towards Schawb or Fido, though could leave VG alone since DWs IRAs are there also. Interested as always to hear input & comments

 

[Calico]

This is a duplicate thread.

 

[MichaelB]

Let’s continue the discussion here https://www.early-retirement.org/forums/f26/consolation-question-111441.html#post2680990