Has anyone wished they hadn't converted Fund to ETF? ...vtsax to vti
I have VTSAX in both taxable and retirement accounts. I don't have any particular motivation to convert but have time call VG for the conversion and to clean up the accounts. We're retired and don't have a need to schedule auto-investments to either account. Seems like a minimal tax and ER benefit as long as these don't change. A possible advantage w/ inheritance with portability if they ever move out of VG.
Any regrets post conversion?
thanks in advance
I have VTSAX in both taxable and retirement accounts. I don't have any particular motivation to convert but have time call VG for the conversion and to clean up the accounts. We're retired and don't have a need to schedule auto-investments to either account. Seems like a minimal tax and ER benefit as long as these don't change. A possible advantage w/ inheritance with portability if they ever move out of VG.
Any regrets post conversion?
thanks in advance
Statistics: Posted by standard7 — Wed Jul 31, 2024 6:49 am — Replies 0 — Views 18