- Joined
- Jul 1, 2017
- Messages
- 5,838
Yes, that I know.
I did the conversion from cash in my settlement fund in the traditional IRA, and then placed the limit order in the Roth account.
Converting Mutual Funds to Exchange Traded Funds
- Thread starter MarieIG
- Start date
Yes, that I know.
I did the conversion from cash in my settlement fund in the traditional IRA, and then placed the limit order in the Roth account.
Yoheadden
Recycles dryer sheets
- Joined
- Jul 27, 2019
- Messages
- 419
We recently converted SEPs and Roths over to ETFs. It wasn’t difficult, but a little tricky especially with Vanguards so-so customer service. You are basically closing one account and opening another, so you have to set up beneficiaries for the new account.
TheWizard
Thinks s/he gets paid by the post
That sounds odd to me.
I have two MFs and five ETFs in my taxable Vanguard account.
I suppose I could change to all ETFs but I don't see why I would need to close/ open any accounts.
Vanguard had a push a few years ago to get customers to convert from old style MF-only accounts to brokerage accounts. Maybe you didn't do it back then...
Last edited:
That makes sense. I was wondering since I have ETFs and funds in the same account
mickeyd
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I started off years ago in mutual funds (ETFs were not around) so I have continued with MFs just to be consistent. I do not see much difference really.
TheWizard
Thinks s/he gets paid by the post
The difference appears if you are putting new money into those funds on a regular basis.
If you are just holding what you've owned for years, it doesn't matter...
Similar threads
