Guest dunnamzw Posted August 24, 2001 Posted August 24, 2001 Hello, I am thinking about transferring my loser Tech. Fund presently in my Roth IRA to another more stable fund. I was wanting to know if I could write off the amount that was lost due to the downturn of the market. Thanks for any advice, Zane
Guest dunnamzw Posted August 24, 2001 Posted August 24, 2001 When I said transfer, I meant transferring the current fund into another fund but keeping it within the Roth IRA. Zane
Appleby Posted August 24, 2001 Posted August 24, 2001 See Barry's response on this link- it may help Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Appleby Posted October 16, 2001 Posted October 16, 2001 I just checked my mail box and saw your note- here is the link - sorry for the oversight http://benefitslink.com/boards/index.php?showtopic=35277 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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