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Taxable vs Roth - stock "shuffle?"
#4
I want to do a stock shuffle myself into my Roth from my cash. Can I transfer them over straight ? Or... Do I have to sell then transfer the cash?

I read that I have until the 15th to fund my Roth for 2014. I think it is a good idea for me to get another 5500 into it before 2015.

Thoughts?
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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 twil - 04-07-2015, 09:21 PM



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