Author Topic: Moving Taxable Account to Betterment Question  (Read 349 times)

campclimb

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Moving Taxable Account to Betterment Question
« on: July 01, 2019, 07:49:59 PM »
Currently working. Making $110,000 per year.

I currently have approximately 27,000 in a taxable brokerage account at Vanguard split into $8.5k VTIAX, $13.8k VTSAX, and $5.4k VBIRX.

Thereís approximately $1,050 of unrealized gains. $480 taxable gains and $1200 non-taxable gains for the year.

Just wondering if it makes any sense to move this over to Betterment or should I just leave it where itís at.

My Betterment account has a 90/10 stock/bond split if that helps.
« Last Edit: July 01, 2019, 07:55:40 PM by campclimb »


campclimb

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Re: Moving Taxable Account to Betterment Question
« Reply #2 on: July 01, 2019, 08:26:52 PM »
Crazy Now Iím wondering if I should be going the other way. Haha

Thanks for the links!