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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (52780)11/29/2013 12:05:11 PM
From: E_K_S  Read Replies (2) of 78745
 
OT - Partial ROTH conversion

Not sure what the best strategy is to use when doing the partial IRA to ROTH conversion. I tend to select those stocks that I still like w/ good long term prospects that are at or below my current cost basis. I also, want dividend payers.

Moved the following stocks to my ROTH:

General Electric Company (NYSE: GE)
New York Community Bancorp Inc. (NYSE: NYCB)
Excel Trust, Inc. (NYSE: EXL)
Penn West Petroleum Ltd. (NYSE: PWE)
Pfizer Inc. (NYSE: PFE)

Here is a link to a recent Forbes article titled:
IRS Announces 2014 Tax Brackets, Standard Deduction Amounts And More

I plan to fine tune my transfer once I complete my preliminary return in the next few weeks. Most of the stocks I transferred this year are at/near their lows and/or are out of favor and/or below my current cost basis.

EKS
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