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[quote=Anonymous]An accountant can help with withholding etc. if you already have one for taxes, start there. You can make estimated tax payments if DH's payments next year aren't being withheld. What any advisor will ask for is what your spending is. If you know that and have a budget, groovy. We never did so I didn't get an advisor, lol. I did add up all our bank account(s) outflows over 2 years to see what we spend so as to plan for retirement withdrawals. [/quote]
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