<< I currently am invested in a Vanguard Index fund. Can I change from the mutual fund to a Roth IRA with the same fund family without any complications? >>Standard answer to tax questions: it depends. "Mutual fund" and "Roth IRA" are not mutually exclusive. You can hold mutual funds within an IRA.How is your current investment held--taxable account or IRA? If IRA, what kind of IRA? And what exactly is it that you want to do?TMF ExROPhil Marti
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