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Reply to "What’s the tax implication with buying a target retirement fund through a brokerage account? "
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[quote=Anonymous]There was an issue last year where Vanguard ended up encouraging institutional investors to move from one fund to another which meant the first fund had to liquidate its holdings and realize capital gains, causing a big tax bill for everyone left behind. That is very unusual and hopefully the attention/litigation on it b means it won’t happen again in quite that way. That said, it will generally be like if you held a bond fund and stock fund in your account so you can expect to have some taxable distributions every year. You can usually look up how much they’ve had in the past if you want. And if you change your mind it’s fine to sell and pick a different investment. For example you could invest in just a stock index fund and then use ibonds for your bond investments, although you’d miss out on automatic rebalancing. [/quote]
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