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re: Self-directed retirement

Posted on 3/4/24 at 4:59 am to
Posted by gungho
Member since Jun 2016
87 posts
Posted on 3/4/24 at 4:59 am to
Yes when I lived in Utah that was my situation and worked well. Probably should have kept it that way, not crazy about my accountant here in LA
Posted by masoncj
Atlanta
Member since Jun 2023
258 posts
Posted on 3/4/24 at 7:32 pm to
My fella charges a straight 1% that goes down with portfolio net worth. My largest holdings are with my retirement at work that I will turn over to him once I leave the company

My taxes are very straight forward for now. Corporate job and wife stays at home…his fee for my taxes is very reasonable
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