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Re: Exchange From (Roth IRA Mutual Funds)

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Posted by Mark on January 08, 2005 at 14:45:20:

In Reply to: Exchange From (Roth IRA Mutual Funds) posted by Nicholas Barth on January 08, 2005 at 14:22:02:

: How do I EXCHANGE a mutual fund in the Data Register? Maybe use SELL? If not, what?

: NB

Hi Nicholas,

Yes, you can use a sell and a buy transaction. If you care about the
capital gains (which you probably don't for a Roth IRA), you can record
the sell/buy at your cost basis, so there is no gain/loss.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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