Roth IRA fund rollovers to other funds still within the Roth vehic

05-08-2007, 01:35 AM

Yes to Sell and Buy. Yes to Money will treat the income right relative to
taxes, assuming the accounts are properly defined as
retirement/tax-deferred. Same answer/restrictions apply to traditional IRAs.

Money, as it exists today, won't be so smart when you start withdrawing from
your IRAs.

"Cassie" <Cassie[at]discussions.microsoft.com> wrote in message
news:5D97658E-148A-4F02-8A33-05BE7311983A[at]microsoft.com...
- quote -

> What are the steps needed to post this transaction? Fidelity listed it as
> an
> "exchange", but would it actually be a sell and then buy the new fund? If
> so, does Money 2007 Deluxe know there should be no tax consequences?
> Likewise, doing the same within traditional IRAs?

#-1 05-08-2007, 01:08 AM

What are the steps needed to post this transaction? Fidelity listed it as an
"exchange", but would it actually be a sell and then buy the new fund? If
so, does Money 2007 Deluxe know there should be no tax consequences?
Likewise, doing the same within traditional IRAs?

Similar Threads
Thread	Forum	Replies	Last Post
ROTH IRA and commissions goldenset@gmail.com: I'm trying to balance my ROTH statement and match amounts. Each quarter, shares are purchased but there is a initial sales charge that shows as a...	Microsoft Money	1	01-23-2007 06:09 PM
want to transfer out funds from a fund within an account to a fund within the same account. victor.thompson@gmail.com: I want to do this to preserve my cost basis. I have a 401k that lets say has a fund that I bought for 100 bucks and it gained 10 dollars. when I...	Microsoft Money	3	03-10-2006 12:22 PM
transfering roth IRA accts to different financial institution Mike Helminger: I currently have several Roth IRAs at ING Direct. I have transfered my funds (in real life) to T Rowe Price. There are no fees or transaction costs....	Microsoft Money	7	11-14-2005 02:26 PM
Report to show contributions to Roth IRA? Brett: Is there a report that will show contributions to my Roth IRA during some period? Thanks, Brett	Microsoft Money	6	10-13-2004 11:04 AM
How does one classify a transfer from checking to a Roth IRA? Gator D: I have Money 2003 Deluxe, and I want to know how to classify/handle a monthly automatic transfer of money, from a thrid party, from my checking...	Microsoft Money	1	07-15-2003 01:36 AM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode