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I have holdings in my taxable brokerage that exceeded the Roth contribution limit from last year. Is it worth selling holdings to move the cash over to the Roth to then buy them back (getting commission fees on both sides) or just leave them in the taxable side?

I guess I'm curious if the tax advantage outweighs the commission/tax I'll incur.

Thanks for any help!



Submitted April 12, 2019 at 07:43AM by fromtheitdesk http://bit.ly/2Z9iW2Y

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