georgemoe
Recycles dryer sheets
Here is another post regarding wanting to convert existing 401K/Rollover IRA funds (FIDO) to a 3 fund portfolio and avoid any taxable events during the transactions. I did do some searching within the forums and was not able to find a definitive answer. Thanks for your responses. Greatly appreciated.
Details: All tax deferred at FIDO - One Megacorp including previous mergers.
Accounts: Megacorp 401K (dated funds), Brokeragelink tied to 401K (no action here), Rollover IRA (dated funds).
My plan is to convert my current dated fund holdings to FIDO's Equity Index and Bond Index funds based on my set AA. Started a transaction today but decided to stop until I was sure I wasn't going to get myself into tax trouble before I needed to. Will call FIDO if needed but haven't spoken with anyone there in over 5 years.
Thanks in advance!
Details: All tax deferred at FIDO - One Megacorp including previous mergers.
Accounts: Megacorp 401K (dated funds), Brokeragelink tied to 401K (no action here), Rollover IRA (dated funds).
My plan is to convert my current dated fund holdings to FIDO's Equity Index and Bond Index funds based on my set AA. Started a transaction today but decided to stop until I was sure I wasn't going to get myself into tax trouble before I needed to. Will call FIDO if needed but haven't spoken with anyone there in over 5 years.
Thanks in advance!