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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (52903)11/29/2013 2:06:16 PM
From: Paul Senior  Read Replies (1) of 78744
 
OT - Partial ROTH conversion


I'm using the same strategy. My third year so doing. Worked satisfactorily for me first two years; this year it's a big loser-- the downtrodden stocks I moved into the Roth, fell further instead of being stable or rising as I had hoped. (In other words, not only will I'll have to pay taxes on the amount I moved into the 2013 Roth, that Roth amount has fallen and is now down substantially from when I've made these 2013 transfers.)

Fwiw, the stocks transferred have been GG and LSTMF, both subsequently sold for a loss; CENJF, closed on the buyout offer, and these which I still have in there: SARA FISH MAUXF ENYTF JPM SFY TAOIF IONAF.
My bet remains that overall, results with these will be okay over the next couple of years.
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