12-17-2006, 06:35 PM
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 Re: 401K Methodology In microsoft.public.money, Joe Doe wrote: - quote - > What is the correct methodology or process for doing the following in my
First sell the 1000 shares of XYZ and then purchase YZX would be> 401K in 2007DLX? I have a 401k dating back to 1993 and tracking each > purchase. > Sometimes my employer will eliminate a fund (i.e. XYZ) and add an equivalent > new fund (i.e YZX). If I were to swap 1000 shares of XYZ at $2 each for > 2000 shares of YZX at $1 each, would you recommend that, > - I first sell the 1000 shares of XYZ and then purchase YZX? > - Remove 1000 shares of of XYZ, and then add shares of YZX? better. - quote - > Likewise,
It does not really matter for this purpose. For a mutual fund that> - When should I use reinvest dividend versus reinvest interest in my 401K? invests in stocks, I would prefer reinvest dividend. If it were a bond fund, I might use the other. |
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#-1
12-17-2006, 05:26 PM
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| 401K Methodology What is the correct methodology or process for doing the following in my 401K in 2007DLX? I have a 401k dating back to 1993 and tracking each purchase. Sometimes my employer will eliminate a fund (i.e. XYZ) and add an equivalent new fund (i.e YZX). If I were to swap 1000 shares of XYZ at $2 each for 2000 shares of YZX at $1 each, would you recommend that, - I first sell the 1000 shares of XYZ and then purchase YZX? - Remove 1000 shares of of XYZ, and then add shares of YZX? Likewise, - When should I use reinvest dividend versus reinvest interest in my 401K? |
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| 401k, methodology |
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