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Author: Chipsboss Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76237  
Subject: Re: Rolling over Mutual Funds Date: 3/2/2000 1:25 AM
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Is there any way that I can roll the fund into an IRA or any other account without paying capital gains taxes? No. If there were any way out, people wouldn't pay that job-destroying tax. If you have some unrealized capital losses, you could realize them in the same tax year as the gains, to cancel out some or all of the tax due. Otherwise, you can spread the gain out over several years by selling part of the position each year.

There isn't any best way to invest specifically to recoup your money. The performance of your next investment will not be influenced by the performance of your prior investment. Your choice of that next investment will be influenced by prior experience. I've been more prosperous, happier and more relaxed since I quit trying to beat the market and put most of my money in the Vanguard S&P index fund and Schwab 1000 index fund.

Regards,

Chips, inveterate indexer
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