OP here: Except for one fund with a large percentage capital gain (only 1.5 percent of portfolio), we were in cash when we started with PAS. We still have this one fund. Please call Vanguard PAS directly and get clarification of whether your 7 figure capital gains would have to be taken if you went with PAS.I have been thinking about move to PAS a long time. I will most likely pass years before my wife who shows little interest in finances.
The one big concern I have is the comment by someone at PAS that our portfolio will be liquidated over about 4 years to move to their recommended funds even though I have 7 figure unrealized capital gains. Is this standard practice at PAS?
Statistics: Posted by boomer543 — Mon Mar 11, 2024 8:49 pm — Replies 66 — Views 5398