Sell Taxable assets to move into IRA?
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Sell Taxable assets to move into IRA?
Does it make sense to sell some of my stocks or bonds in my taxable account, for instance, and buy those same assets in my IRA? Especially considering assets that I would be selling at a loss.
Re: Sell Taxable assets to move into IRA?
"It depends."
What are you going to replace the assets with in your taxable accounts?
What are you going to replace the assets with in your taxable accounts?
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- Senior Member
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Re: Sell Taxable assets to move into IRA?
Nothing. I'm out of money. Should I sell to max my ROTH each year?craigr wrote: "It depends."
What are you going to replace the assets with in your taxable accounts?
Last edited by SmallPotatoes on Wed Aug 04, 2010 9:41 pm, edited 1 time in total.
Re: Sell Taxable assets to move into IRA?
I would definitely keep some money outside a tax deferred account for emergencies. Having it all locked up in an IRA could be a problem if you need to access it.