This advice was truer in the past when you had to manually track each investment and report them on your taxes. Now software can manage it for you, from aggregators like Empower to tax software that automatically imports your brokerage statements. If you have a complicated portfolio that you like, has low fees overall, and will not be selling to time the market, then fine. It can even be a benefit for tax loss harvesting in a taxable account.
Statistics: Posted by Harmanic — Sat May 04, 2024 7:37 am — Replies 6 — Views 452