I have this US Treasury Bond in my Roth IRA. U S TREASURY BOND 4.25% 11/15/40 11/15/10. The maturity date is 11/15/40. Ultimately, I want to sell it and buy VFIAX since it’s in my Roth (tax advantaged) and then buy bonds in my 401k because of the tax treatment. However, it looks like my cost basis for this US Treasury Bond is $41,242.98 and the market value is only $31,954.21. Should I just hold it until its value surpasses market value? Or does that only happen when it gets to maturity? I am a long way from retirement (18ish years) and have plenty of other diversified accounts. I'm mostly looking at this from a tax standpoint and want to figure out when is the best time to ditch this bond in my Roth and then go buy it in another taxable account to keep my stock to bond ratio in line with my goals. ![:happy]( "smile")
Statistics: Posted by laceyb53 — Wed Aug 21, 2024 11:02 am — Replies 0 — Views 88