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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Ender who wrote (815)11/22/1999 4:41:00 PM
From: Triffin  Read Replies (1) | Respond to of 1817
 
Ender ..

If not for the account switch
I assume you would hold the positions
according to the weightings that they
presently have in your account ..
If this is a true statement then I
would liquidate a portion of each holding
in such an amount as to pay your
tax liability and maintain your present
percent weightings in each issue ..

Jim in CT ..



To: Ender who wrote (815)11/22/1999 11:04:00 PM
From: Mike Buckley  Respond to of 1817
 
Ender,

My suggestion is that you ignore for the moment that you will be converting to a Roth IRA. If you were not doing that, what would you do with the current allocation of your stocks -- keep 'em the same, change them, and if so, to what extent?

Whatever you would do if you weren't converting, do the same when you do convert.

Just my opinion.

--Mike Buckley


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