Originally Posted by
Nantonaku
Is this all automatic or are you constantly moving money around? What bank do you use?
Vanguard and Fidelity both have compatible accounts. I tried Chase, but their brokerage account won't accept ACH withdrawal. It requires keystrokes to move money.
I loaded up the account with my car loan balance and just have the car payment automatically drafted monthly. I never see it in my primary checking account. The "house loan payoff" is in longer term investments, but i do keep several months liquid in the same payment account. If needed, I could refill with quarterly distributions and dividends, but I usually just sweep the excess from my checking account and reinvest the returns.. FWP