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Learning, Sharing, and Teaching => Investor Alley => Topic started by: campclimb on July 01, 2019, 07:49:59 PM

Title: Moving Taxable Account to Betterment Question
Post by: campclimb 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.

There’s 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 it’s at.

My Betterment account has a 90/10 stock/bond split if that helps.

Title: Re: Moving Taxable Account to Betterment Question
Post by: RWD on July 01, 2019, 08:07:44 PM

Stick with Vanguard.
https://forum.mrmoneymustache.com/investor-alley/going-with-vanguard-no-more-betterment/
https://forum.mrmoneymustache.com/investor-alley/newbie-betterment-or-vanguard/
https://forum.mrmoneymustache.com/investor-alley/betterment-when-to-say-when/
https://forum.mrmoneymustache.com/investor-alley/betterment-price-increase/
https://forum.mrmoneymustache.com/investor-alley/adventures-in-transferring-out-of-betterment/
https://forum.mrmoneymustache.com/investor-alley/in-kind-asset-transfer-out-of-betterment-nightmare/
https://forum.mrmoneymustache.com/investor-alley/is-betterment-a-good-idea-for-a-new-investor/

Title: Re: Moving Taxable Account to Betterment Question
Post by: campclimb on July 01, 2019, 08:26:52 PM

Crazy Now I’m wondering if I should be going the other way. Haha

Thanks for the links!