I am trying to take my RMD from my inherited IRA and move it to our non-retirement account. Before when this account was not a brokerage account, I could sell from a fund and buy that fund in our taxable account or buy a different fund. It seems I have to sell in shares or a % but not in dollars now. And I may not be able to transact that directly, I am not quite sure.
Does anyone know if I can sell one fund and buy that same fund in a taxable account, and if I have to put it in number of shares or a %? Is there a day’s delay where you can’t do this directly?
It would be very helpful to understand what I can and cannot do.
Thanks!
Does anyone know if I can sell one fund and buy that same fund in a taxable account, and if I have to put it in number of shares or a %? Is there a day’s delay where you can’t do this directly?
It would be very helpful to understand what I can and cannot do.
Thanks!
Statistics: Posted by meercat8 — Tue Oct 29, 2024 4:22 pm — Replies 9 — Views 385