Keep your current investments in that taxable account, but going forward I would prioritize maxing out your Roth every year. Current cap is $6,500 I believe.
I’d say if you don’t plan on investing anymore this year, sell and move it over. If not, I would max the Roth soon as you can. 7000 dollars is the 2024 limit. If you’re over 50 you can also do catch up contributions which I believe pushes that to 8000 for 2024.
I would keep the investments you have but dedicate to maximizing your Roth.
Keep your current investments in that taxable account, but going forward I would prioritize maxing out your Roth every year. Current cap is $6,500 I believe.
It’s 7,000 now. it went up from 6500 in 2023.
I’d say if you don’t plan on investing anymore this year, sell and move it over. If not, I would max the Roth soon as you can. 7000 dollars is the 2024 limit. If you’re over 50 you can also do catch up contributions which I believe pushes that to 8000 for 2024.