@u/sawihsiwi3 months ago · 1 year after2/10Settledbought $130k of SGOVsold $100k in May, no new lots sinceWhat I wish I knewcost basis adjustments due to wash saleInvestmentsStock150See their advice
@u/Lucifers-Reprieve6 months ago · 1 year after2/10SettledChoosing between Vanguard and Fidelity for Roth IRAOpened Roth IRA with Vanguard, then Fidelity brokerageWhat I wish I knewTransfer process detailsInvestmentsBrokerages150See their advice
@u/Remote_Candy_52487 months ago · later after5/10MixedAdding SCHD to taxable accountMay pay more tax on dividendsWhat I wish I knewTax implications of SCHD in taxable accountInvestmentsTaxable Vs Growth80See their advice