Vanguard Transaction Question

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Topic Author
The 19th hole
Posts: 75
Joined: Fri Apr 21, 2017 8:33 am

Vanguard Transaction Question

Post by The 19th hole »

So it’s time to change my AA from 70/30 to 60/40. I’m 5 years into an early retirement and living comfortably on my pension and income from taxable accounts. I came into a small sum that will help me accomplish this change, but it’s in a taxable account and I want the fixed income portion (the 10% change) in my tIRA.

My thought is to sell $X equities fund in tIRA and buy $X bond fund in tIRA simultaneously while buying the same equities position ($X) in my taxable account at the same time.

Is this the best way to accomplish this task? Are there any pitfalls?

Thanks.
livesoft
Posts: 86079
Joined: Thu Mar 01, 2007 7:00 pm

Re: Vanguard Transaction Question

Post by livesoft »

I would do the same. This is a pretty routine and typical set of transactions I think. No particular pitfalls to discuss.
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anon_investor
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Joined: Mon Jun 03, 2019 1:43 pm

Re: Vanguard Transaction Question

Post by anon_investor »

livesoft wrote: Sun May 31, 2020 12:29 pm I would do the same. This is a pretty routine and typical set of transactions I think. No particular pitfalls to discuss.
+1.
Topic Author
The 19th hole
Posts: 75
Joined: Fri Apr 21, 2017 8:33 am

Re: Vanguard Transaction Question

Post by The 19th hole »

livesoft wrote: Sun May 31, 2020 12:29 pm I would do the same. This is a pretty routine and typical set of transactions I think. No particular pitfalls to discuss.
Thanks. Just checking :happy
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