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Posts Tagged ‘roth ira 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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Where is the best place to complain about an undisclosed fee with a mutual fund company?

July 12th, 2010

I thought I was opening a mutual fund account with a large mutual fund company. I already have a Traditional IRA mutual account with them. When I opened the ROTH IRA account online I didn’t realize it was a brokerage account. I’m a saver not an investor. I have 20 years with this company, however they won’t waive the fee for this account. Worst of all it was hidden in the pull down electronic agreement so I didn’t see it. They are playing hard nose and won’t budge, not even for an old client.