No. of Recommendations: 0
Just curious, is rebalancing an IRA technically considered selling and buying, replete with commissions per "sale"? And does one do this in a dollar-based way or percentagewise, if that makes sense?

I m assuming it might differ whether a self-directed brockerage type or a mutual fund family?

Let's say you have an IRA containing five different ETFs, then in rebalancing, you're just simply selling shares, triggering a small commission w/in the IRA per sale? Or would it be dumb to self-direct an IRA with only ETFs? That's kind of my plan, though I m a small fry investor.

Or let's say you have an institutial mutual fund IRA, say, TIAA-CREF, how might that differ when first allocating capital therein and when rebaalancing?
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement