Thank you ruralavalon, bittooagressive and delamer:
After giving some thought I believe I am asking if anyone has experience with Schwab portfolio plus or other such to go to a simple two or three fund portfolio but still offer help with RMD withdrawals (automate?) QCDs and other purchase necessities eg house car etc. Apologies for not knowing but how do you determine what to sell? Is that your responsibility under these programs or will they assist. That is what I mean by hand holding.
After giving some thought I believe I am asking if anyone has experience with Schwab portfolio plus or other such to go to a simple two or three fund portfolio but still offer help with RMD withdrawals (automate?) QCDs and other purchase necessities eg house car etc. Apologies for not knowing but how do you determine what to sell? Is that your responsibility under these programs or will they assist. That is what I mean by hand holding.
Statistics: Posted by LuckyOneToday — Sun Apr 14, 2024 5:16 am — Replies 11 — Views 601