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December 31, 2019
Question

I am a joint owner of a mutual fund portfolio and look to convert my share to an individual account. How do I avoid taxes on these funds?

  • December 31, 2019
  • 1 reply
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1 reply

December 31, 2019

You should discuss this with your mutual fund Administrator. They should be able to divide the account for you so that you avoid tax consequences on the division.

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