I asked this in r/dividends and got no response…
Can anyone recommend a book or website that has investing summarized into a basic strategy set? Specifically all of the account types and when to use them and how to navigate between them. A comparison chart or something that's efficient to help me get the bigger picture and advantages.
I have a Roth IRA with calsavers and there is very limited options to put your money into, and I recently started investing in specific dividend stocks in my etrade trading account (taxed) before learning thats not the best idea due to paying taxes on the dividends too. Is there a way to transfer my stock picks into my Roth? Should I open a second Roth with etrade and then split yearly investment between calsavers funds and my picks? What should I do with the dividend stocks I currently have in my regular account, sell off and switch to value growth stocks, or could it still be profitable long term to keep them as is?
Beginner investor trying to get some advice. I need some direction since I am currently happy with the dividend stocks I picked in taxable account but I can't choose them specifically in calsavers account.
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