Originally Posted by urn2bfree
I am confused. Why take the dividends from the tax deferred account? As long as they stay in the tax deferred account they are not subject to taxes.
Why not take the $44 in dividends from the taxable side and sell $106k from the taxable account? (87% is return of principle and not taxable) making
Sorry for the lack of clarity. That is exactly my intention. At my current allocation of 70/30, I feel it prudent to scale down the equity portion of my portfolio. My anticipated draw of 150 on the taxable portion of the portfolio should accomplish this. I just mentioned the dividends from the deferred account from a standpoint of the tax question.