If the funds involved are large, and there are taxes to be paid in the transfer, personally, I would make the transition to index funds in stages spread over at least two tax years. This can reduce the tax burden (if it keeps you in lower brackets) and gives you dollar cost averaging so you don't happen to buy all your index funds at a temporary high. Of course, if you decide to do Foolish Four, the answer may be different, but you can still put the bite into at least two tax years.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. M