marko
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Mar 16, 2011
- Messages
- 8,532
My portfolio is about 70% in my IRA and 30% in after tax accounts; all at TRPrice. ( I do have some accounts at Fido already but that's another story)
I know that I can transfer my IRA from Price to Fido with no tax hit.
What I'm wondering is how does it work with my after tax account where it consists 100% of Price specific MF funds (funds of funds). Fido has similar funds but they're not the same ticker-wise so it's not an exact one-for-one transfer.
Would I have to liquidate them, take a cap gains hit and then purchase new funds or is there a way to do it without getting whacked?
I know that I can transfer my IRA from Price to Fido with no tax hit.
What I'm wondering is how does it work with my after tax account where it consists 100% of Price specific MF funds (funds of funds). Fido has similar funds but they're not the same ticker-wise so it's not an exact one-for-one transfer.
Would I have to liquidate them, take a cap gains hit and then purchase new funds or is there a way to do it without getting whacked?