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napinkel
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  • I am planning to contact TDA next week as well as Charles Schwabb. After reading further into this, you cannot transfer stock directly into an Roth IRA, so the ...
    napinkel
    1
    Updated Feb 18, 2024
  • But I then withdrew the funds, so I need to recognize the loss on the sale. The stock was not or should not have been a part of my Roth IRA, just transferred to...
    napinkel
    3
    Updated Feb 18, 2024
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