No. of Recommendations: 1
Thanks to everyone for the rapid replies.

Problem solved - It makes a lot of sense to put a long term investment in a taxable account, rather than a traditional IRA.

However I do have another question: In early 2001, we put $4,000 in Roth IRA's, buying shares of the Nasdaq 100 (QQQ's). Beacause our AGI was much higher than we estimated, we need to sell the shares and withdraw the funds, which is now worth about $2,800 (ouch!)

My accountant does not believe that I can claim a loss on the sale of the shares. Is this accurate???

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