Bogleheads.org

ruralavalon wrote: ↑Fri Jan 27, 2023 11:01 am

oldfarts wrote: ↑Fri Jan 27, 2023 10:18 am when moving from owning multiple (81) individual stocks to something like VTSAX is it one move (sell individual and buy equivalent % in VTSAX) or sell and come in 1/4 at a time.

What type of account is this?

What benefit you see in stringing out the process in 4 steps?

Simple is usually better.

It is 100% tax deferred. My previous advisor always seemed to buy in tranches... seemed like an easing in at different times of the year

when moving from owning multiple (81) individual stocks to something like VTSAX is it one move (sell individual and buy equivalent % in VTSAX) or sell and come in 1/4 at a time.

Great points. I'll read up on your suggested links. Thanks.

Thanks. Now I just need to find out what roughly was paid for the coins. This helps a lot.

I received some gold coins from an inheritance. Since I didn't purchase them is my profit the total value of the coin? If so is that subject to 'collectable' capital gain tax of 28%? Thanks.