dngants
New Member

I executed a fund exchange in 2018 in my daughter's college, non 529, investment portfolio. It is a taxable event; the capital gains taxes are crushing. What can I do?

I transferred part of one fund into another fund within an overall mutual fund investment portfolio.  The funds are meant for my daughter's college education, but I did not setup as a 529 (I know, big mistake on my part).  What, if anything, can be done now in 2019 to minimize the capital gain impact?