Personal Investments • Check Up - How am I doing?

Taxable
801K VTSAX
153K VTIAX
81K FZROX
8K FZILX

Are these Fidelity “Zero” funds? If so, I suggest swapping them for something else if the tax implications are nil/minor, or at least turning off dividend reinvestment and don’t buy more. The reason is, these are proprietary Fidelity funds that cannot be transferred to another brokerage without selling. This could lead to large tax implications down the road, if you want to switch brokers for any reason.

Statistics: Posted by DIYtrixie — Sat Mar 09, 2024 4:46 am — Replies 13 — Views 1593

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