Personal Investments • Keep funds in a taxable account vs transfer to Roth IRA

Hi all - My wife and I have around $100k in an index stock fund (VTSAX) in a taxable joint account at Vanguard along with Roth IRA's for each of us.
Is there any advantage to moving a portion of that joint account every year (per annual Roth maximum contributions) to our IRA's or should we just leave it where it is?

Statistics: Posted by Scoot86 — Tue Jun 04, 2024 4:49 pm — Replies 6 — Views 192

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