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Mark Taylor
Mark Taylor, Certified Public Accountant
Category: Capital Gains and Losses
Satisfied Customers: 2308
Experience:  Certified Public Accountant
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I have vanguard mutual funds in Merrill Edge as part of my

Customer Question

I have vanguard mutual funds in Merrill Edge as part of my ROTH IRA account. I wanted to sell these funds and invest in a better Fidelity fund with in my ROTH IRA Account. Between now and my initial investment in 2013, the Vanguard funds have appreciated by 2000 $. Will there be any capital gains or other tax implications for the sale of Vanguard funds. FYI, I will be investing immediately in Fidelity funds once the funds are liquidated. Please help. Thanks, Sam
Submitted: 1 year ago.
Category: Capital Gains and Losses
Expert:  Mark Taylor replied 1 year ago.

Hi, my name is Mark. I will be happy to help you with your questions. There is no tax consequences on transactions within the ROTH account. Please let me know if you have any additional questions or need clarification.

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