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Strategies & Market Trends : Dividend Growth Investing and chit chat.
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To: sm1th who wrote (1874)12/29/2021 4:53:39 PM
From: misscbd   of 2146
 
Ah!....understand the problem. I had it in both accounts but last year transferred JNJ in my Tira to the taxable (for my RMD) where I had most of those shares.
It was one of the lower yield stocks in my Tira (under 3%) and I never planned to sell it -- HA!....

That said, it transferred out at a higher value --- haven't looked -- so it might not be as bad a cap gain hit if I sell.
However, hoping it will still be a good "hold".
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