Mohacsy's Safe Portfolio Member Forum

[cgavin5]

To be more precise. Sold 1/2 FB position in taxable account at 209.70. Opened 1/4 position in FB at 209 in qualified non taxable account.

I'll free up cash in non qualified taxable account transferring stock asset/liability to qualified account. Freeing up cash in non qualified taxable account for other purposes, perhaps a real estate purchase this year or next. I intend to sell most positions in taxable non qualified account and buy in the qualified account this year and next year.

Since having previously transferred some $$ to 2.715% CDs from qualified Union annuity to credit union qualified account, I will be processing that CD money to qualified trading platform as CDs come due to add more liquidity to qualified account.