Hey, I just opened up an M1 Finance taxable account. I also want to roll my Roth IRA from Vanguard to M1 as well as my Taxable and IRA money which is currently in Titan (bad idea) eventually...

For now, I've just deposted $1,000 to start in a taxable account. I'm 35 years old, $50k/year salary (stable) and hoping to retire in 25-30 years ish (not going too crazy on the retire early dream) and I'm fairly high-risk because I have a longer time horizon.

I'm seeing the pies option, and the "expert pies" and trying to figure out what to do. I also am looking to I guess minimize the amount of annoying tax documents I end up with each year.

So this is just a friendly, asking-for-help-thread to see what are some best practices and things to avoid going forward?