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FinancialInvestment
#RI-6a7aa873·1 day ago·
1
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Lookback: 10 years

Sell inherited bond holdings

Inherited a mismanaged IRA account with underperforming bond holdings

What I wish I knew
"Managed the account differently"
If I could tell you one thing
"Diversify investments and consider low-cost index funds"
0
5/10
Significant downsides.
Complicated feelings about the outcome.
SettledMixedSevere

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Financial Category
124
Financial decisions logged. Avg regret 5.7/10 across the category.
Same Outcome Band
13%
of Financial decisions land in the mixed band the same as this one.