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Strategies & Market Trends : Young and Older Folk Portfolio
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From: Marmalade12/19/2025 11:03:19 AM
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Complicated question - at least to me:

Hopefully a tax/cpa expert can chime in. No, I don't do my own taxes. I still need to do the math to see if this is financially viable, but I'm thinking about converting a couple of stocks in my traditional IRA to my Roth. I'd like to convert only the few losses that I have, keeping them in the Roth thinking they'll eventually go higher.

My question - can I convert and take the losses on those stocks since I won't have a gain and they don't pay dividends. If I have to take my entire traditional account into consideration, can I still take the losses on those stocks if my entire traditional account has gained more than when I've held it?

I know I need to speak with a professional about this, but I thought I'd throw this out here while I'm looking over my investments.
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