My husband worked for Chase, so we have our investments through them. Looking at it, I believe that the amount of fee's that we are paying (around 600 a month) is very high. We have around 160k in a managed broker account.
•How old are you? 29
•Are you employed/making income? How much? Both full time workers with 2 kids making 160,000K before taxes.
•What are your objectives with this money? Build wealth
•What is your risk tolerance? High
•What are you current holdings?160k in a managed broker account through Chase. Apparently we pay around 600$ a month in fee's
•Any other assets? House paid off? Cars? 2 paid off cars, house we owe 120K on with about 70k in equity.
•What is your time horizon? Do you need this money next month? Next 20yrs? Long term
How can we get this money out of Chase without being nailed in taxes (we have about 23K in unrealized gains), and where should we move it too? I really appreciate any help.
Submitted August 29, 2017 at 10:28PM by releasethemullet http://ift.tt/2vq4vwd
