All of our retirement IRAs are in Fidelity 2035 Index Fund. I'm contemplating even using that for the unneeded part of our taxable account, but haven't pulled the trigger yet. Need to fine-tune the taxes on such a move, but am seriously considering it for 2025.
We're down to 2 institutions and basically one fund. Simplicity in finances is probably my number one goal.
We're down to 2 institutions and basically one fund. Simplicity in finances is probably my number one goal.
Statistics: Posted by PatrickA5 — Wed Dec 11, 2024 11:21 am — Replies 8 — Views 527