When I did it everything transferred in-kind with no tax implications, even in a taxable account. I don’t remember anything like separate statements and it didn’t even seem like a different account.Yes. The topic was making the "cleanest transition" to avoid "double statements."All my tax docs were combined last year. I have mutual funds in 4 different brokerage accounts. Are you talking about between the old style mutual fund only accounts and the new brokerage accounts?It's the inferences of tax complications and double statements that deter me! I'm not computer proficient. And are there any taxable or deferred Vanguard funds that cannot be transferred easily from the legacy mutual fund platform to the Vanguard broker business, VUSXX? VTINX? Further, I don't "trade". And, if you do this at a time that makes the cleanest transition like Dec or Jan ...
Statistics: Posted by tetractys — Wed Dec 13, 2023 11:03 pm — Replies 158 — Views 16323
