Moving out of mutual funds sanity check
—·5hSocial
My girlfriend (37) has $240k in proprietary mutual funds through Principal. They’re very conservative and she wants to put that money to work. Here’s our plan: Sell all the mutual funds, transfer that cash to a brokerage account with Fidelity, start maxing her employer 401k for 3 years and use the fidelity brokerage account to offset, start maxing her Roth IRA for 3 years and use the brokerage account to offset, then finally with the remainder brokerage amount DCA into FXAIX and the Fidelity 205
TickersIRA, DCA, FXAIX, FDEWXChannelsbonds, inflation_rates, stocksCountriesusaCategoriessocial-signal
Open original source ↗Published
6/25/2026, 12:21:53 AM
Fetched
6/25/2026, 3:07:07 AM
Confidence
30 / 100
Relevance
15 / 100
Trust
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Language
en