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Reply to "Withdrawing taxable investments question "
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[quote=Anonymous]Thanks for the suggestions. The three investment accounts are a 457, 401k and a personal brokerage account. The first two are obviously tax-deferred and we’ve already moved the money into more conservative funds simply so we don’t run the risk of losing anything. The brokerage account is a mix of various stocks I’ve purchased over the years. It was originally sort of a hobby type account to throw some money at but fortunately or unfortunately, it’s done very well. I’m at the point in life that I feel we have more than enough to live comfortably so I no longer wish to play the market. In a perfect world I’d love to simply cash it all out and live happily ever after minus the taxes owned. [/quote]
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