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Strategies & Market Trends : Young and Older Folk Portfolio

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To: SeeksQuality who wrote (11438)	11/18/2024 12:12:13 PM
From: socalmike	Read Replies (2) of 22020

Question- I have been slowly converting the traditional IRA to the Roth IRA. The Roth has a bond or two in it, but it also has a fair amount of SWVXX in it. I bought the SWVXX when it was paying 5.5%, now that it is down to 4.3% I was considering selling all of it and purchasing either JEPQ or SPYI, good or bad? I'm open to suggestions. I do not anticipate needing money from this account for 10 years and I will be adding to it as I continue with the Roth conversions. Thank you. ~Mike

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