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I'm in the process of changing brokers and would welcome suggestions on the use of my portfolio. I currently have $16000 total (6000 money market acct, 7000 mutual funds, 1500 my Roth IRA & 1500 wife's Roth IRA. I would like to rid myself of the funds and start the F4 approach but I missed the Dec/Jan start date. I am interested in putting something into an index fund and purchasing a few well-knowns. I'm just not sure because I want to be ready-to-go for the F4 come Dec.
Also, since there is a 2000/yr max on Roth's, does that mean if I wanted to use the F4 approach inside my Roth that I could only put 500 into each stock? Or is it better to do F4 outside a retirement account. Thanks so much!
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