I’ve just started my way to FIRE.
As a beginner, it was difficult to find the information so I compiled this list of monthly-to-dos.
The mindset of this list is for lazy people who are okay to stick with the basics ETF, at the expense of (maybe) missing a bit of optimization.
Can you have a peek and tell me if I miss anything please? I’ll edit this post so it can serve as a reference for other folks.
One time only
Open an IBKR account
- Set up an automatic notification to IBKR about your incoming wire transfer of x CHF
- Set up an automatic monthly transfer of x CHF from your bank to your IBKR account
Open a VIAC account
- Set up an automatic monthly transfer of 572.- to VIAC
During the tax season
- Fill the tax form
Thank you very much for your time