arch57
Recycles dryer sheets
- Joined
- Dec 14, 2013
- Messages
- 110
I am hoping someone can help me with this question. I have assumed financial duties of my 92 year old father's accounts and I am trying to simplify things. He was a true FIRE proponent way before the Internet, retiring early in 1991.
He has 7 accounts direct with mutual fund companies like Janus, Gabelli, etc. with 4-5 digit values. Can I transfer those funds to his Vanguard brokerage account, without selling shares and paying capital gains?
He has 7 accounts direct with mutual fund companies like Janus, Gabelli, etc. with 4-5 digit values. Can I transfer those funds to his Vanguard brokerage account, without selling shares and paying capital gains?