You can sell all the 2055 fund and buy the 2050 fund with no taxes or penalties. Use the Exchange function at Vanguard to do it.
If you sell the 2055 fund and move the money to your bank, you will owe taxes, and penalty if you are under 59.5.
If you sell the 2055 fund and move the money to your bank, you will owe taxes, and penalty if you are under 59.5.
Statistics: Posted by rkhusky — Thu Feb 01, 2024 10:43 am — Replies 10 — Views 594