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Transitioning Taxable Investment to Retirement Accounts
Transitioning Taxable Investment to Retirement Accounts I have around $200k in a taxable mutual fund. I'm thinking of starting to sell off some of the mutual fund every year so I can afford to max out a Roth 457b ($23,500) and a Roth IRA for both my wife and myself ($14,000). My salary is $89k and after HSA and 403b contributions, my taxable income should be about $60k. My wife stays home with our ki...
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