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Leaving LEICX
Old 12-25-2005, 09:14 AM   #1
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Leaving LEICX

Have about 50K in LEICX. Has been there about 5-6 yrs. Want to transfer total to Vanguard Wellington. Don't need funds for 10 yrs...looking for stable 5-6% return over next 10 years. Also, is there a Wellington equivalent offered by TR Price or Fidelity. Should I do the transfer before or after the year end?
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Re: Leaving LEICX
Old 12-25-2005, 09:22 AM   #2
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Re: Leaving LEICX

If it is in your taxable account, wait until next year.
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Re: Leaving LEICX
Old 12-25-2005, 03:27 PM   #3
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Re: Leaving LEICX

What is the reason to wait until next year?
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Re: Leaving LEICX
Old 12-25-2005, 10:14 PM   #4
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Re: Leaving LEICX

Income / capital gains taxes. Sell on January 2, and you can effectively put off paying the taxes until April 2007, depending on your personal tax situations, etc., etc.
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Re: Leaving LEICX
Old 12-26-2005, 12:31 PM   #5
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Re: Leaving LEICX

Quote:
Originally Posted by ferco
Also, is there a Wellington equivalent offered by TR Price or Fidelity. Should I do the transfer before or after the year end?
Fidelity has Fidelity Balanced [FBALX]. T Rowe Price has TRP Capital Appreciation [PRWCX] and TRP Balanced [RPBAX].

- Alec
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