05-20-2014, 01:12 PM
(05-20-2014, 12:40 PM)TomK Wrote: Agree that it is a tough call, and depends a lot on predictions about tax rates and regulatory framework decades away. If I had to gamble, I'd bet that ROTHs will still be tax free in 20 years, but who knows.
But as I read your post again, I'm not sure exactly what the question is. Are you more interested in the prudence of transferring some to the ROTH, or are you asking specifically about AAPL and timing with respect to the split?
I agree, I don't see the need for transferring AAPL prior to the split, I see it as pretty much a non-event. There may be a slight boost from retail investors but there could also be some selling off of shares to square positions. I'm guessing it's a wash.