Vanguard Wellesley and Capital Gains Taxes questions

[audreyh1]

Vanguard has listed only estimated cap gains distributions so far. There will also be dividends. So expect additional income - dividend estimates are published early Dec?

 

[VanWinkle]

How about selling VWIAX and buying something like VTSAX in taxable and exchanging enough equities for bonds in a 401K to make up the difference in your AA.

+1 on this, Wellesley is a no no for a taxable account if you are
trying to control income for the ACA.

I own some Wellesley in my IRA, but would never hold it in taxable.