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"If you're worried about the difference in taxes, you could do a form of dollar cost averaging. Say you have 1200 shares of a stock that you want to convert. Just convert 100 shares on, say, the 10th trading day of every month, whether the stock has gone up, down or sideways. You will convert 1200 shares during the year, at 12 different price points. That should be enough price points that you will have participated in most of the up/down performance during the year.

AJ "

Ohh, I like that idea. Didn't know it was possible to do something like that! Thought it was a process where you indicated which account you wanted to convert or dollar amount of the account you wanted to convert. Had no idea that you could actually pick the number of shares of a particular stock in the account to convert. I really appreciate your feedback and participation on this thread. Thanks!
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