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Taxable vs Roth - stock "shuffle?"
#6
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.
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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
RE: Taxable vs Roth - stock "shuffle?" - by CritMass - 04-08-2015, 06:03 AM



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