I have been with this advisor for about 3 years now and she has increased my investments a good amount. However now that I know better (thanks to your course!), what is the best way to roll my money out and close this account…and also “break up with this advisor”?
What do I need to do? Just have her roll the money into my new index fund account, or does it go back to my regular checking and then I do it myself to transfer to the index fund?
Are there tax implications since I did make some money?
Assuming there are tax implications, should I just wait to do this at the beginning of 2022?
