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Subject:  Re: Selling mutual funds held in IRA... Date:  5/26/2009  6:36 PM
Author:  PKnudsen Number:  65743 of 88042

I'm interested in selling some of these shares and purchasing some individual stocks.

Excellent! Many brokers let you buy/sell mutual funds, but they usually limit it to a short list, probably because they need an arrangement with each fund co involved.

So, ask your broker if you can buy/sell Oakmark funds.

If yes, transfer the fund holdings you want to sell.

If no, do a sale and transfer the cash.

The former should be faster, but there's no way to tell for sure.

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