Whew! Almost finished with the entire simplification project. All the LPL holdings have been sold, estimated tax money sent to the IRS and two index funds purchased at Fidelity. For our situation, the fixed side works well with just the G fund. I’ve initiated the process of putting my IRA money back to the G fund which will complete the process. I want to thank all of you on this thread and the Boglehead community at large for helping with this transition. Here’s my final product (seems naked compared to the labyrinth the advisors had us in):
41.37 % FSKAX
10.34 % FTIHX
48.29 % G Fund
41.37 % FSKAX
10.34 % FTIHX
48.29 % G Fund
Statistics: Posted by Bogleway — Fri Jun 14, 2024 7:00 am