04-08-2015, 06:03 AM
Thanks Dividend Watcher. My Trad IRA is at Vanguard and the Roth is at Schwab. Every December I liquidate $6,500 worth of SO in my taxable account to fund my Roth every January - I'm overweighted in SO in the taxable account. I think it may be easier as you suggest to just leave things as they are, and keep funding my Roth each year.