I have a small portion of AAPL in an IRA account and thinking of transferring half to the Roth before the split.
Would like to get some educated opinions of the good and the bad of doing this transfer.
If I were to transfer it would cost me north of $4k to transfer (uncle sam).
The wife is not keen on this as she feels the Roth will probably be taxed in 20 years (my retirement horizon).
What say you all??
Jim
Would like to get some educated opinions of the good and the bad of doing this transfer.
If I were to transfer it would cost me north of $4k to transfer (uncle sam).
The wife is not keen on this as she feels the Roth will probably be taxed in 20 years (my retirement horizon).
What say you all??
Jim