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gg4

06/09/18 11:59 AM

#521735 RE: LexTrader #521721

When I bought my stock for my ROTH They did cost me. If/when the markers do pay off does the 5 year rule still apply? I would not think so because I do have a value worked in?? TIA

goodietime

06/09/18 1:10 PM

#521747 RE: LexTrader #521721

Lex, "My statement was in general. That was a good idea to transfer a zero value asset into a ROTH. Not sure how many thought to do this."

"transfer a zero value asset into a ROTH"

THAT is the VERY REASON , I was told I COULD NOT transfer mine,

ROTH is an After-Tax Contribution. If it has 'no value', it couldn't be properly taxed.

Who is the Broker that allowed this? Might be worth a switch?