freebird5825
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I've already talked about transfering all of my mutual fund assets from TDA to VG to get it all under 1 roof and am progressing well there.
One final decision...I have AWSHX, CAIBX, and LTEBX holdings directly with the fund company. Total stake is worth about $12K as of last week. Company policy is none of their funds can be transferred to management by another financial firm (I checked). So those funds will be toast by year end or first thing next year. Exp ratio over time and cleaning my financial house up are my main 2 reasons.
My question is...very simple...do I wait until after 31 Dec to get the last possible cap gains/dividends and have cleaner year-end data by scheduling the liquidation for early Jan 10, or is there a clear advantage to cashing them out before 31 Dec sans 4Q09 cap gains/dividends?
I know this is a very basic question......but the only dumb question is the one unasked.
One final decision...I have AWSHX, CAIBX, and LTEBX holdings directly with the fund company. Total stake is worth about $12K as of last week. Company policy is none of their funds can be transferred to management by another financial firm (I checked). So those funds will be toast by year end or first thing next year. Exp ratio over time and cleaning my financial house up are my main 2 reasons.
My question is...very simple...do I wait until after 31 Dec to get the last possible cap gains/dividends and have cleaner year-end data by scheduling the liquidation for early Jan 10, or is there a clear advantage to cashing them out before 31 Dec sans 4Q09 cap gains/dividends?
I know this is a very basic question......but the only dumb question is the one unasked.