Jump to content

Implicatons of changing investments


Guest John Neipert

Recommended Posts

Guest John Neipert
Posted

If you own common stock in your Roth Ira, can you sell this stock and use the cash to choose another investment option like a mutual fund? If so, are there any sort of implications for doing this?

Posted

You can buy-sell or trade all you want within a Roth and have no tax (this year or ever) and no reporting consequences. In a regular IRA, there is no required reporting of trades but eventually you will pay income tax on the earnings.

Stocks, bonds, mutual funds.... it does not matter.

Tracking of investments in either an IRA or Roth is purely what you need to monitor your decisions and progress against goals.

Guest reg_h2b
Posted

John's exactly right...

But at the risk of sounding pedantic you should also be aware of the kinds of things that you are prohibited from investing in and the kinds of actions with the IRA that are prohibited in general.

Recommend the IRS Publ. 590 (available at the IRS web site) for general IRA information.

Also here is a link to a 5/31/99 Forbes article called--and I'm not kidding-- "Kinky IRAs". This article goes into the range of investment that you can and cannot have in an IRA.

Here it is:

http://www.forbes.com/forbes/1999/0531/6311278a.html

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...

Important Information

Terms of Use