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Financial Planning / Tax Strategies


Subject:  Re: Close roth account Date:  6/28/2013  3:01 PM
Author:  CABob Number:  118781 of 127613

But I don't really see any reason to close it.

I agree. At this point whether you have made money or lost money is not important. It is what happens from this point forward that is significant. If you are not satisfied with the broker and/or the investments you made way back then you should change brokers and/or the investments. It's hard enough to get money into tax advantaged accounts due to limits and maximum contributions you should be happy with what you have.

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