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Reply to "Rec an investment company like Vanguard"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Are all your funds in tax-sheltered retirement accounts, or are you going to spend $100,000 in capital gains taxes just so you can sell Vanguard index funds and buy Schwab index funds with nearly identical holdings? And all this because you think security and fraud policies regarding jointly held accounts are like "Handmaid's Tale." You're a piece of work, honestly. [/quote] You can transfer securities between different firms without having to sell them. There would be no capital gains to pay.[/quote] Only if she wants to hold Vanguard funds in a Schwab account. [/quote] There really wouldn't be a reason not to. Yes, you would pay a transaction fee when you ultimately sold from the Schwab account, but it is only about $5. It's certainly not worth incurring capital gains taxes that you otherwise would want to avoid over that.[/quote]
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