u/FaithlessnessQuiet49

Hope you guys are doing well. I'll keep this short. I pulled my Roth IRA out of Edward Jones. They had me invested in SMCWX (1.03% fee), CWGIX (0.73% fee), AIVSX(0.55% fee), and AGTHX (0.59% fee). Can I sell all of these and invest into VT or VOO without triggering a taxable event? Im pretty sure yes, but I know there are people here that know way more than me. I may actually just invest it into FXAIX since it doesnt have a fee. I have a taxable account as well.

Thanks everyone for your advice, hope your lives are going well.

I plan on pulling my and my wife's Roth IRAs out of EJ and transferring to Fidelity since thats where i have my taxable account. I have never managed my own Roth IRA, but after dealing with them for the better part of 10 years, I am done.

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Now, what would you recommend I put my Roth IRA into? I planned on just doing 100% VOO, but i am clearly a novice. I am really eager to learn and listen to your advice, especially if you were in my position. How did it work out for you? Do you recommend it invest in a different fund with a lower expense ratio?

I feel like i can handle investing into simple index etfs. Thank you for any advice.