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Question for Vanguard Fund Holders?
Old 09-06-2005, 01:44 PM   #1
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Question for Vanguard Fund Holders?

Can I move all the money from one fund to another without tax consequences? These are taxable mutual funds?

Thanks for the help.

Momtwo
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Re: Question for Vanguard Fund Holders?
Old 09-06-2005, 02:08 PM   #2
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Re: Question for Vanguard Fund Holders?

Sounds like you'd be doing a sell of one fund and a buy of another,Eh?* If so your sale is a tax event.
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Re: Question for Vanguard Fund Holders?
Old 09-06-2005, 02:15 PM   #3
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Re: Question for Vanguard Fund Holders?

if the fund is within an IRA or 401k, not a taxable event,
If not, it is taxable.
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Re: Question for Vanguard Fund Holders?
Old 09-06-2005, 02:18 PM   #4
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Re: Question for Vanguard Fund Holders?

Thanks for the quick answers!
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Re: Question for Vanguard Fund Holders?
Old 09-06-2005, 02:29 PM   #5
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Re: Question for Vanguard Fund Holders?

Whether you need to pay tax or not will depend on whether you have a capital gain in the fund that you are exchanging out of. It may be that you have no gain, but you will have to determine whether this is the case or not. Any possible gain is not simply determined by the NAV of when you bought shares and now. You have to account for any distributions that might have been re-invested. too. Even if you have a capital gain, the amount may be small, so the tax consequences may not matter that much to you anyways.
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