I'm thinking of self managing, but I have a lot of ... - Bogleheads.org

Self-Manage Or Advisor? - Bogleheads.org

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Dec 26, 2024  · Self management is the best choice for most people. Paying fees of .85% - 1% sounds tiny and inconsequential, but they really do add up in the long run. ... a lot of us have …

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Do You Self Invest Or Use A Vanguard Advisor? : R/Bogleheads - Reddit

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At 34, I self-manage my $440K portfolio. A fee-based tax attorney/CPA for complex tax minimization and/or estate planning is extremely valuable, but if you read through the …

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What Is Your Boglehead Approach To Managing Your Money In

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Obviously, the lower the percentage, the less you need. But let's say for my example you need 4%. Let's also assume that you have $1 MM so the required distributions is $40k. Let's start …

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How To Transition From Wealth Managers To Self Management

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Jan 11, 2024  · UK CGT rates are 10% basic, and 20% higher rate. You have a £6k capital gains tax allowance this year (previously more than £12k, this drops precipitously, again next year, …

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'Wealth Management Advisor And Then Switching To Managing …

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Feb 28, 2021  · (due to time constraints I am afraid that I won't do well managing my accounts myself). I have finally transferred about $650/700,000 in the form of a 529 and UTMA custodial …

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Risk A Tremor In The Force? [Should We Self-manage This Account?]

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beernutz wrote: ↑ Fri Dec 24, 2021 2:45 pm Below is my wife's managed Vanguard 401k account where the overall portfolio is currently 56% Stocks (24% International) and 44% Bonds …

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Newbie Needs Advice On Managing Windfall - Bogleheads.org

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Oct 8, 2020  · Since your mother passed away in 2019, I believe you can take RMDs over your lifetime, but I think if you don’t take annual RMDs, there is a 50% penalty of the RMD you …

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