Background
Many investors are aware that when they sell a mutual fund or stock with a gain, they have to pay capital gains taxes for it. On the other hand, if they sell with a loss, they can claim a tax loss on it, as long as the transaction does not run foul of the wash […]
For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process.
Prior to conversion
My VEIEX holding is in the taxable […]
I transferred out from my Sogoinvest account, or Sogotrade as it is known now, last year. I was full of hope when I opened the account in 2006 but it didn’t turn out as well as I had wished. You can see some of the problems which I highlighted in my prior posts related […]
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