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Subject:  Re: Transfer of Roth IRA Date:  3/26/2005  3:00 PM
Author:  arizonacat56 Number:  45272 of 88011

No, you won't even pay tax once. Transfering from a fund company to a brokerage firm is not a taxable event, as long as it goes into a Roth at the brokerage firm. You can sell the fund and move all of the proceeds or you can move the mutual fund itself. What firm are you thinking of moving it to?
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