Wrkn4wkend
Dryer sheet wannabe
- Joined
- Nov 7, 2012
- Messages
- 14
Okay, so for 15 years we have been adding money to our Roth IRA's and taxable brokerage account. Its all index funds and I have left it on auto pilot but as we move closer to considering ER I will want to start moving some of the funds into cash/fixed income.
If I sell a fund in a taxable brokerage account does that trigger a taxable event? In our 401K's we have guaranteed/stable value funds to move the money to but it seems like a money market is the only option in the brokerage account if I do a fund to fund transfer.
Thanks in advance
If I sell a fund in a taxable brokerage account does that trigger a taxable event? In our 401K's we have guaranteed/stable value funds to move the money to but it seems like a money market is the only option in the brokerage account if I do a fund to fund transfer.
Thanks in advance