I think Vanguard limits their restriction to each individual account so a Trad IRA is a different account from a Roth IRA and there's probably not an issue (I say "probably" because I haven't actually done that or seen a verification from someone who has done that, but my restriction warnings in my Holdings View have only ever shown up in the Taxable account, never in the Trad & Roth accounts I also have).Would it be considered frequent trading if (for rebalancing purposes) you sold shares of a mutual fund in your Traditional IRA and (on the same day) bought shares of the same fund in your Roth IRA? These would be part of separate transactions of course (but still occurring on the same day).
Statistics: Posted by bonesly — Wed Sep 17, 2025 12:58 pm — Replies 19 — Views 2752