447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
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How to Break Up With Your Financial Advisor and Transfer Existing Investments to Low Fee Index Funds
Brad: Let's start with the one that I get most often and this is probably the longest answer of the bunch. So how do you transfer existing investments, traditional IRA, Roth IRA and taxable brokerage accounts to a low fee index funds? What is the tax ability of such a move? John: This may not apply to you today, but it certainly could apply in the future. With that welcome to Choose a Fi.
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