Originally Posted by packrat44
Presently I am looking at moving the majority to Vanguards index funds because of costs. There is 26% in individual equities. This will be the first to be liquidated and transferred into index funds.
Not sure what your tax bracket is, but if you are considering selling individual equities and are in the 10 or 15% bracket, you might want to consider waiting a few more months till 2008 when the cap gains rate is 0 for LTCG. This would save you 5% over this year's rate. Just a thought.