I'll be rolling over my 401K in 8 months when I RE and am trying to determine if I should hold all under one house and if so which house to use. The new IRA will hold:
41.5% in 3 ETF's(non-Vanguard),
40% in 1 Oakmark Fund and
18.5% in 3 Vanguard funds(includes a money market fund where $ will flow in and out).
Considering investment ease and fees, etc. what would you suggest? Thank you for your input.
41.5% in 3 ETF's(non-Vanguard),
40% in 1 Oakmark Fund and
18.5% in 3 Vanguard funds(includes a money market fund where $ will flow in and out).
Considering investment ease and fees, etc. what would you suggest? Thank you for your input.