What are the steps needed to post this transaction? Fidelity listed it as an
"exchange", but would it actually be a sell and then buy the new fund? If
so, does Money 2007 Deluxe know there should be no tax consequences?
Likewise, doing the same within traditional IRAs?

Re: Roth IRA fund rollovers to other funds still within the Roth vehic by Dick

Dick
Mon May 07 20:35:13 CDT 2007

Yes to Sell and Buy. Yes to Money will treat the income right relative to
taxes, assuming the accounts are properly defined as
retirement/tax-deferred. Same answer/restrictions apply to traditional IRAs.

Money, as it exists today, won't be so smart when you start withdrawing from
your IRAs.

"Cassie" <Cassie@discussions.microsoft.com> wrote in message
news:5D97658E-148A-4F02-8A33-05BE7311983A@microsoft.com...
> What are the steps needed to post this transaction? Fidelity listed it as
> an
> "exchange", but would it actually be a sell and then buy the new fund? If
> so, does Money 2007 Deluxe know there should be no tax consequences?
> Likewise, doing the same within traditional IRAs?