03-29-2015, 06:21 PM
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?