William, thank you for taking the time to respond to my question. Each of your paragraphs contains valuable information that I am using to help me come to a decision.
I did not get any notice from Vanguard requiring me to convert to ETFs.
I just thought it might be a good idea because ETFs have the reputation of being more tax friendly for investors. Thank you for your response.
Thank you very much for the link describing Vanguard's system to avoid taxes on mutual funds/ETFs. I have heard that ETFs are considered to be a better vehicle for owners when it comes to taxes.
Comments
Bob, thank you for sharing your experience and insights and the links you provided for me to look at.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 14, 2025
Good point. The beneficiaries will get the step up in basis so it will not matter. Thank you
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 14, 2025
Thank for the second link w/ some great information.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 13, 2025
Thank you for the information.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 13, 2025
Thank you for your input.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 13, 2025
William, thank you for taking the time to respond to my question. Each of your paragraphs contains valuable information that I am using to help me come to a decision.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 12, 2025
I did not get any notice from Vanguard requiring me to convert to ETFs. I just thought it might be a good idea because ETFs have the reputation of being more tax friendly for investors. Thank you for your response.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 12, 2025
Thank you very much for the link describing Vanguard's system to avoid taxes on mutual funds/ETFs. I have heard that ETFs are considered to be a better vehicle for owners when it comes to taxes.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 12, 2025
Andrew, thank you for sharing your reasoning on doing the conversion.
Post: Smart idea or not? Converting Vanguard mutual funds to Vanguard ETFs
Link to comment from May 12, 2025
Adam, thanks for this wonderful list of principles. I enjoyed reading and thinking about the ideas. Solid information.
Post: Ten Principles
Link to comment from December 28, 2024