Here are the assets I have:What assets do you have at MS? Some things may not transfer in kind - don't know if that has anything to do with your current snag. Beyond that, though, with $500k in taxable you might have significant gains, and need to carefully consider the tax implications for anything you have to sell.
Regarding a destination, Vanguard is fine, and I use them. But, there are others that offer pretty good bonuses for $500k, and would work fine to buy and hold a couple of index funds.
Finally, stick with it and get away from the high fees. More money for you.
- FINFX
IWS
IJF
IJT
JLVIX
SEEGX
POLIX
TINGX
Lastly, in terms of "bonuses" any suggested companies?
Statistics: Posted by fsa317 — Fri Feb 23, 2024 1:56 pm — Replies 16 — Views 917