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Personal Investments • Ascensus Does Not Transfer in Kind

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OP, you'd still be able to use the $245k to purchase FSKAX, which is almost identical to VTSAX. None of the big brokers transfer in kind between retirement accounts as there are no tax implications.

What is your concern here?

Statistics: Posted by GarfieldBogle — Tue Jul 30, 2024 1:15 pm — Replies 2 — Views 43



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