Forumsee logo
Forumsee » Finance and investment » Stocks and Funds » Read message
RSS: Subscribe to RSS

Move part of Bond fund from taxable to Var Annunity

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
I ran out of space in my tax deferred accounts for my bond funds and therefore have 5% of my total portfolio in my taxable account in Total Bond Idx. (5% vanguard total bond market index fund admiral shares (VBTLX) (0.07%)

Should I change my current allocation in my variable annuity (1.7% VVA- Ttl Stock Market Idx (0.48%), 0.7% VVA- Total Bond Market Idx (0.46%)) to 100% Total Bond Market Idx and exchange the same amount in my taxable from Total Bond to Total Stock Martket Idx?

This way the Total Stock Market Idx can have capital gains treatment in my taxable and the Bond Fund tax remains the same as ordinary Income in the variable annunity, all without changing my overall Asset Allocation. There is a small short term capital gain on the bond fund in my taxable, but nothing significant.
Date: Feb 28, 2016   


Last videos:

Chinese real estate investment
Chinese real estate investment
Chinese real estate investment
Chinese real estate investment
How To Get Followers On Facebook Instagram Yoytube Twitter Free For Busines
How To Get Followers On Facebook Instagram Yoytube Twitter Free For Busines
The art of adjustment
The art of adjustment
Ameriprise Mistake-Need Advice on Vanguard Allocations and Planning
Ameriprise Mistake-Need Advice on Vanguard Allocations and Planning
2017 Economic Prediction/Discussion
2017 Economic Prediction/Discussion
10 Things You Didn't Know About Everyday Objects
10 Things You Didn't Know About Everyday Objects
One stop shop for FREE fundamental analysis links
One stop shop for FREE fundamental analysis links

Cars ·
Travel ·
Pets ·
production-frontend