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Author: westie Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121095  
Subject: moving to index fund Date: 7/19/1999 4:58 PM
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Advise needed: what, if any, tax stategy should i follow to move 24K from two mutual funds to one index fund. both fund accts. have been open since ca. 1980. one is a templeton fund (load); other is neubeger/berman (no load). currently returning 13.1 and 15.65 % respectively compared to nearly 29% (3 yr. ave.) for an S&P index fund (no load). should i move? should i stay? do i take my tax lumps and move-on? all suggestions appreciated.
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