seraphim
Thinks s/he gets paid by the post
- Joined
- Mar 6, 2012
- Messages
- 1,555
I suppose the basic question is if I can use funds in a TD account to set up a portfolio of index funds? (457, 403b, 401k).
I realize anything in a TD fund wil be taxed as income upon withdrawal, and there's a tax advantage to to using taxable funds to generate capital gains. Most of my personal fundsare in TD accounts. If I sign on with vanguard to set up a portfolio, do I have to withdraw TD funds and pay taxes before putting it into a mutual fund, or can the money be rolled over into a TD vanguard account and an index fund portfolio established?
Most of my readings don't address this issue, seeming to assume one already knows the answer lol.
I realize anything in a TD fund wil be taxed as income upon withdrawal, and there's a tax advantage to to using taxable funds to generate capital gains. Most of my personal fundsare in TD accounts. If I sign on with vanguard to set up a portfolio, do I have to withdraw TD funds and pay taxes before putting it into a mutual fund, or can the money be rolled over into a TD vanguard account and an index fund portfolio established?
Most of my readings don't address this issue, seeming to assume one already knows the answer lol.
Last edited: