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Personal Investments • Portfolio Review Requst – Retired Pennsylvania Couple

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… I notice the Roth & Traditional IRAs are all set to ACTUAL COST and FIFO. Any reason to change those? I would think not.
I have the same settings for IRAs. I don’t see any reason to change them.

Statistics: Posted by HomeStretch — Sat Aug 23, 2025 8:17 am — Replies 40 — Views 4215



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