How do you transfer all of your IRA assets in a mutual fund to a new fund in a IRA account. I want to close one fund and move the assets to another fund.
How to transfer from one mutual fund to another in a IRA account
Aug 23, 2005
2 Replies
Sell Fund A; Buy Fund B.
Do you mean how do you do that in Quicken? Or are you trying to figure out how to do that in the "real world."
If the latter, I suggest you talk to the people at the fund company you want to move TO. There are all kinds of tax implications, including some withholding in some cases. So it's best to let the pros do it for you, assuming you're moving your assets to a reputable company, not just some guy who reached you on a cold call.
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