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Posts Tagged ‘retirement account’

Can I move a mutual fund to a Roth IRA account and not pay any taxes?

August 28th, 2010

I’ve got a Vanguard mutual fund in a non-retirement account. I’ve had it about 3 years now. I’d like to move it to a Roth IRA account, but I do not want this to be a taxable event. Is there any way I can do that? Or must I sell them, pay capital gains on the earnings, and then use that money to invest in a Roth IRA.

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Technorati Tags: 3 years, capital gains, earnings, money, retirement account, roth ira account, vanguard mutual fund

Posted in Top Rated Mutual Funds |

Tags: 3 years, capital gains, earnings, money, retirement account, roth ira account, vanguard mutual fund |

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Are mutual funds required to disclose ALL fees they will charge in the prospectus?

April 7th, 2010

I’ve reviewed the prospectus for American Funds Growth Fund of America. According to the prospectus they only charge a set up fee and annual fee of for class A-529 accounts. I have a regular class A retirement account, but am being charged a annual fee and was charged the setup fee. I am positive this fee is not listed in the prospectus. Can mutual fund companies charge fees that are not disclosed?
This is NOT a college account. It is a class A IRA.