Row 63475

Row ID: 63475 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 63475 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Ahh - sorry - I misread that. In a Roth and 401k rollover - there's really no impact since these are not taxable events. So it's a common thing to do. Usually - the only caveats are if you are using funds with a load or transaction expenses which is very uncommon these days.

Regarding settlement - it can vary - if you have limited margin - you don't necessarily have to wait for settlement. And it depends on what type of fund. A mutual fund will settle T+1 - an ETF will settle T+2 (although that changes after May 28 for many ETFs).

Also - with mutual funds - many brokers like Fidelity (since you mentioned Fidelity) have an exchange fund option - that's a very convenient way to rebalance if you are using Fidelity mutual funds. So for rebalancing mutual funds - it's simpler than selling/buying.

FieldValue
text Ahh - sorry - I misread that. In a Roth and 401k rollover - there's really no impact since these are not taxable events. So it's a common thing to do. Usually - the only caveats are if you are using funds with a load or transaction expenses which is very uncommon these days. Regarding settlement - it can vary - if you have limited margin - you don't necessarily have to wait for settlement. And it depends on what type of fund. A mutual fund will settle T+1 - an ETF will settle T+2 (although th…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "Ahh - sorry - I misread that. In a Roth and 401k rollover - there's really no impact since these are not taxable  events. So it's a common thing to do. Usually - the only caveats are if you are using funds  with a load or transaction expenses which is very uncommon these days.\n\nRegarding settlement - it can vary - if you have limited margin - you don't necessarily have to wait for settlement. And it depends on what type of fund. A mutual fund will settle T+1 - an ETF will settle T+2 (although that changes after May 28 for many ETFs).\n\nAlso - with mutual funds - many brokers like Fidelity (since you mentioned Fidelity) have an exchange fund option - that's a very convenient way to rebalance if you are using Fidelity mutual funds. So for rebalancing mutual funds - it's simpler than selling/buying.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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