▲ 3 r/Bogleheads
Advice concerning tax options
I am in my early 70s and I have two funds at a brokerage that I would like to move to Fidelity. One is a traditional IRA and one is a Roth. Since my funds have always been managed I haven't had much experience concerning buying and selling. The money in these two funds is money that I can afford to play with and I would like to buy a couple of stocks or ETFs with it. If I move these funds into a Fidelity brokerage account I understand that I will have to liquidate these funds and buy what I want to buy. Is there any way that I can avoid/minimize such a tax burden in going forth with my plans? Thanks for any advice.
u/Alert-Specialist5093 — 9 hours ago