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New taxable portfolio

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New taxable portfolio
rayray Offline
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#6
05-20-2015, 10:41 PM
I consider my Roth and Brokerage accounts as one portfolio. To make things easier I don't drip divi's in the brokerage account, in the Roth it depends if a stock is overvalued or not. I do max out my kplan, Roth then if I have something left over it goes into the brokerage.
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Messages In This Thread
New taxable portfolio - by navyasw02 - 05-20-2015, 01:11 AM
RE: New taxable portfolio - by rapidacid - 05-20-2015, 06:29 AM
RE: New taxable portfolio - by Kerim - 05-20-2015, 08:11 AM
RE: New taxable portfolio - by EricL - 05-20-2015, 08:33 AM
RE: New taxable portfolio - by earthtodan - 05-20-2015, 10:35 AM
RE: New taxable portfolio - by rayray - 05-20-2015, 10:41 PM



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