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Taxable vs Roth - stock "shuffle?"
#1
I'm at a point where I can start investing heavily into a taxable account. I have numerous stocks already in my Roth IRA, is it worthwhile to shuffle new purchases between accounts? For example, if I have a stock I already own in my Roth at 2.5% yield and I want to purchase a 4% yield, should I sell the 2.5% in the Roth, buy the 4% with those funds from that sale and then repurchase the 2.5% in my taxable account?
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Messages In This Thread
Taxable vs Roth - stock "shuffle?" - by navyasw02 - 03-29-2015, 06:21 PM
RE: Taxable vs Roth - stock "shuffle?" - by daat99 - 03-30-2015, 04:26 AM
RE: Taxable vs Roth - stock "shuffle?" - by CritMass - 04-04-2015, 04:50 PM
RE: Taxable vs Roth - stock "shuffle?" - by twil - 04-07-2015, 09:21 PM
RE: Taxable vs Roth - stock "shuffle?" - by CritMass - 04-08-2015, 06:03 AM



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