Transferring funds within a 401k


E

Ed

How do you transfer funds within a 401k? In other words,
if I want to reallocate my percentages within a 401k and
move the lump sums around to reflect that new allocation,
how do I do that within MS Money? I don't see
a "transfer within account" option - only buy, sell,
reinvest, etc..
 
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C

Cal Learner-- MVP

How do you transfer funds within a 401k? In other words,
if I want to reallocate my percentages within a 401k and
move the lump sums around to reflect that new allocation,
how do I do that within MS Money? I don't see
a "transfer within account" option - only buy, sell,
reinvest, etc..
You want to "transfer" some money from Fund X to Fund Y?

Sell Fund X. Buy Fund Y.

If Money knows your 401k account is a retirement account, it knows
that the sells are not taxable events.
 

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