I am befuddled and bewildered. Briefly here is my dilemma. I have a mutual fund IRA which is a dog (with approximately $12,000 in it) and 4 other mutual funds with approximately $3,500 in each. I would like to switch all to stocks, starting with the UV4 method and next year expanding after I have been a Fool for a while. What is the best way to configure my portfolio so I can have a self-directed IRA and not ruffle Uncle Sam too much? I'm 62, have a Deferred compensation plan at work and plan to work two more years. I can't touch the comp plan till then but would like to get stated with stocks.
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