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Author: pauleckler Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75532  
Subject: Re: A little knowledge... Date: 10/12/1999 10:00 AM
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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.
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