No. of Recommendations: 0
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.
Print the post  

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement