Deciding What to Sell to Correct a Roth IRA Over Contribution


Hoping to get some help deciding what funds to sell to satisfy an $8544 over contribution in a Roth IRA from 2 years separate years of over contributions.

Here is the current composition:

Fund A: Current Value= $4521.25, Total Gain/Loss= -$1478.75, -24.65%

Fund B: Current Value= $8289.29, Total Gain/Loss= + $2171.16, +35.48%

Fund C: Current Value= $8394.30, Total Gain/Loss= + $2281.50, +37.32%

Fund D: Current Value= $5103.85, Total Gain/Loss= -$896.16, -14.94%

Fund E: Current Value= $7191.18, Total Gain/Loss= +$2144.52, 42.49%

Any help would be appreciated! I can list what the actual funds are if need be. If there is any other relate info that's needed, please post and I will respond.


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