Portfolio Conversion

How about treating it like a stock split? I'm assuming here that total value ($ x #shs) before and after the event are the same ... even though both $ and # changed.

db

That is a idea? And actually my account number did not change. The 529 is with American Century but thru a middle company that manages the 529. While the accounts change with respect to AC & the 529 company, my account number is the same.

I just don't know what the ramifications of a stock split will do by the end of the year... tax wise.

A stock split will have no impact on your tax situation ... because you're not receiving anything tangible. The "pieces of the pie" that you own are just being cut differently.

So if you had $2000 before the event and $2000 after the event that fact that you've got a different number of pieces (i.e., shares) is irrelevant.

db

Thanks for the information.