I would like to transfer all assets to passive management strategy, perhaps a target retirement age fund...ideally with Vanguard.
If you are just moving your account to another custodian like Schwab, E-Trade, TD Ameritrade, etc...
"All items on the Carvin Audio website have been marked down by 25 percent, and all sales on items are final.
The only time a tax issue is created is when you sell all of your investment and transfer the cash. If this is an IRA account there is not a tax issue as long as you transfer the account from the IRA at Fidelity to an IRA at another firm. If this is a qualified account (IRA, or 401(k)) there is no tax implications for rolling it over to another account.If this is a non-qualified account (non-IRA or non-401(k)), you would have to figure out what your cost basis is, and subtract what you would sell the securities for. From the taxable amount, you would have to segregate them by anything less than one year, and then any security held for one year and one day.Thanks for helping us achieve our mission of helping people learn how to do anything. A sale is a transfer of property for money or a mortgage, note, or other promise to pay money.We are thankful for the many years we've had in this business and the support you all have given us." "We'd like to thank all of you for your devotion to our gear and championing us live, in the studio, and on social media," the statement continued.