That’s awesome man! Let’s take every penny we can from the crooks lol. I haven’t had a similar situation but I have taken a look at my accounts for retirement stuff and when I saw the assets that were allocated to all garbage risky stuff, I immediately spent time permanently reallocating it and adjusting any future investments to go into said strategy. I lost a few thousand by not paying attention to it, I might have gained it back after things rebounded but I was annoyed that they assumed I wanted it allocated that way. Now the portfolio is nicely diversified into some stuff and it’s a lot more stable so I feel like I haven’t lost as much money as others have who just let them decide.
Don’t even get me started on the fees either lol. I’m handing them my money and get charge me fees to use it. What the shit?
Jotting down refunderisation for my dictionary of words that need to exist because they are relevant!
It's good to do what you've done, and a little investimigationing now may pay huge dividends later. [Another new word for your dictionary.]
So many funds do what they do with impunity simply because the customer doesn't know better. You're young enough that any potential loss, or failure to gain will be picked up as time goes by so well done for taking some initiative!
Poo! And enough said about that! 😜😜