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Hi Pixy,

>>The UG strategy can be quite unnerving for those not used to a do-it-yourself approach to investing. You can maintain separate Roth accounts and try to manage them as one, but after a few years rebalancing becomes a problem. Thus, confining a particular strategy
within one account is far simpler.If and when the Senate corrections are enacted, maintenance of separate
accounts for Roth conversions and contributions will be a moot issue. That, too, should help make things easier for you - and for everyone else in a similar situation for that matter.<<

Thanks for the clarification. DO you suggest that the UG strategy is unerving because of having to do a bit more complicated screening process or because of the more volitile nature of the stocks that come from the screen or both? I am reluctant to put all of my eggs in a 4-5 stock UV approach. I feel that while UG is a highe rrisk strategy than the Dow approach combining it with UV4+ minimizes the risks to some degree due to diversification. As I said I am new to this and not certain of my conclusions.

I guess I'll wait and study a bit in hopes of new legislation that clears this up. I intend to take advantage of this years conversion benefits so hope to be able to start the process in time, say November at the latest. Thanks again.

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