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.
Vanguard Transaction Question
Re: Vanguard Transaction Question
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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