After dragging my feet for a few years (see my previous posts) I have finally transferred my Roth IRA from raymond james. Everything has transferred in kind to Vanguard. Now i believe i need to sell my funds within Vanguard to purchase my own funds. Could someone please help me with the next step of how I go about selling these American funds to purchase a 3 fund portfolio? I'm going to roll my wife's Roth IRA as well so i'll post all my info when I'm ready to set everything up together to reach my AA but for now I was just going to start the process of selling and moving to Money market until everything is ready to go. OR should I just let it alone until all of my wife's money transfers?
Statistics: Posted by Youngbuck21 — Fri Apr 19, 2024 1:21 pm — Replies 4 — Views 358