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Learning, Sharing, and Teaching => Investor Alley => Topic started by: Breaker on October 17, 2014, 06:22:55 PM

Title: Reg. IRA to Roth which category of stocks to move?
Post by: Breaker on October 17, 2014, 06:22:55 PM
It is now time to start moving money from my regular IRA to a ROTH.  I am reclassifying my 2014 and was hoping that some of you that are more tax savvy than I would help me decide which class of stock would be the most advantageous to move to a ROTH.

Both Dividend stocks and MLPs pay at least quarterly but I know that MLPs have a special tax advantage at this time they are also my largest dividend payers. 

1.  MLP
2.  Dividend stock
3.  Value stock
4.  Cash