If you transfer your investments without selling them there will not be a tax issue. The only time a tax issue is created is when you sell all of your investment and transfer the cash. If this is an IRA account there is not a tax issu... If you keep the investments the same or it is in a qualified plan there should be no tax issues until you sell any of your current holdings.I would personally advise against most target date or fixed date funds.While they are passive in their style, it also means they are passive in their defense of the assets.

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Since you are looking at a passive strategy, I would find som...

If this is a qualified account (IRA, or 401(k)) there is no tax implications for rolling it over to another account.

If this is a non-qualified account (non-IRA or non-401(k)), you would have to figure out what your cost basis is, and subtract what you would sell the securities for. From the taxable amount, you would have to segregate them by anything less than one year, and then any security held for one year and one day.

The amount that you held for less than a year would be taxed at your ord...

Unlike the rules that apply to C corporations, which tax income both at the entity and at the owner level, the partnership rules are designed to only tax income once, at the owner level.

A partnership’s income, losses, deductions, and credit are passed through to the partners for Federal tax purposes and taxed directly to them, regardless of when income is distributed.[1] Since the partners have already paid tax on the income when it is earned, a complex system of rules applies to prevent double taxation when the income is later distributed to the partners.These rules (a) allocate the partnership’s income, losses, deductions, and credit among the partners and (b) adjust basis to reflect each partner’s allocation of those items.I have a brokerage account with Fidelity consisting of a mix of low-cost index ETFs and some actively managed mutual funds.I would like to transfer all assets to passive management strategy, perhaps a target retirement age fund...ideally with Vanguard.If you are just moving your account to another custodian like Schwab, E-Trade, TD Ameritrade, etc...you can transfer the account with all of your investment as they are at Fidelity without the need to sell the investments.