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financialTax Minimization
#RI-69e34696
2 days ago
1
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Lookback period: 1-2 years

"Sell ROBOAdvisor, move to index funds"

0

Sold 300k in ROBOAdvisor, now stuck with tax bill

What I wish I knew
"Tax implications of ROBOAdvisor fees"
If I could tell you one thing
"Consider tax implications before switching investment platforms"
8/10
High, persistent regret.
Has not decreased significantly with time.
No regretMixedDeep regret
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.

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