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Brown Cafe UPS Forum
UPS Retirement Topics
Keep my A shares or transfer to B ?
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<blockquote data-quote="Benben" data-source="post: 1109690" data-attributes="member: 25133"><p>Please keep us informed if you do this. I am thinking about doing the same thing, converting to B's then transfering to a Merrill Edge account. There should not be any tax issues as long as I do not "sell" correct? The $10 fee to Mellon I was aware of but did not think there would be a fee charged by Merrill Lynch. </p><p></p><p>My reason for doing this is when the ME account gets to $25K I no longer get hit with the $6.95 per trade cost.</p></blockquote><p></p>
[QUOTE="Benben, post: 1109690, member: 25133"] Please keep us informed if you do this. I am thinking about doing the same thing, converting to B's then transfering to a Merrill Edge account. There should not be any tax issues as long as I do not "sell" correct? The $10 fee to Mellon I was aware of but did not think there would be a fee charged by Merrill Lynch. My reason for doing this is when the ME account gets to $25K I no longer get hit with the $6.95 per trade cost. [/QUOTE]
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UPS Retirement Topics
Keep my A shares or transfer to B ?
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