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REDDIT
ROBOAdvisor locked me in- how can i get out with minimal tax??? Any software or vendor which can help me?
I am stuck with 300k in capital gains on a robo advisor portfolio charging me 0.25 in fees in expensive funds dragging down my overall returns.
I want to bring this over to a smart software tool that will take the assets in kind and slowly (over years) move me out of positions and into regular index funds boglehead style.
I dont want another managed fund but rather a specific tool or service to do this that makes sense?