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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (4430)7/15/1998 8:50:00 AM
From: Terrapin  Read Replies (2) of 78748
 
Hi Paul,

Thanks for the response and the link. I appreciate your opinion but I fear I misled you a bit. My fault for the vague post. I intend to invest (buy and hold) but wonder what happens when a stock is eventually sold within the Roth account. Are commissions paid from the Roth account? Is a loss (god forbid) balanced by a gain in the non-IRA account? That sort of thing.

Also, does the special tax status of the Roth IRA oblige a different portfolio makeup (heavier in dividend producers perhaps?)? Some of my better performers in the non-IRA account have not paid dividends but the few dividend producing stocks I own incur taxes so it would seem logical to put those in the Roth. Is there anything I am missing?

The link was wonderful and I've been reading the back posts. Thanks for the help.

And, please, call me John. :)
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