Can you make a Roth IRA contribution from a brokerage account? You certainly can but before you make that contribution here are some things to consider. One important point we will consider is the capital gains tax you may pay if you sell positions in your brokerage account to make a Roth IRA contribution.
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Can I transfer stocks from my IRA to a regular brokerage account " same company ".
Love the video! Great info that usually isn’t given. Only constructive criticism is to slow down when talking a wee bit.
So the answer is no, you have to sell the positions THEN buy into the IRA
Can you take stocks from your traditional brokerage account and move them into a Roth Ira or a Tax Free Savings Account? If so what are the transfer fees or penalties?
Very interesting. Thank you.
Are you able to transfer stock positions from an individual account to a retirement account, or you can only fund the retirement account with cash?
5:52 Theoretically, wouldn't it be unlikely that you could land on exactly $0 capital loss/gain? Particularly, if you have a somewhat limited stock shares purchase history in the brokerage account..? I just want to make sure I'm understanding this correctly…
Excellent video. Thanks
Thanks for the info you guys are the best.
What if you contributed the dividends from a individual account to a Roth IRA? Would it be considered taxable in that fiscal year?
Thanks Dustin good info and love the charts.
Great info. Thanks. Curious if that tax analysis is part of your client software package? nest egg?
Yea I’ve asked a similar question before. I guess your not allowed to just transfer from normal taxes brokerage $6000 worth into the Roth IRA without selling huh? Your forced to make a new purchase is what I got out of it…?! But you did bring up good points about when you do sell (assuming your must) selling a gain vs a loss is very different and many who rush may not realize…
Super video. Love the graphic. Thanks!