Early Retirement & Financial Independence Community - View Single Post - AA & withdrawals between taxable and non taxable accounts.

ron244 · 05-14-2007, 09:52 PM

LOL!

Thanks for the response. The current distributions are approx. 8k/year. But that brings up another issue we have. Currently our portfolio ( both taxable and non taxable) is approx. 80% individual stocks. I want to eventually be in mutual funds or ETF's. I want a portfolio that's not too complicated and my DW can manage if something happens to me. She has no interest in investing. Although she did tell me to sell around the peak of the dotcom bubble, oops. FYI, my DW is much more intelligent than me and I'm not suggesting that lack of intelligence is the reason I am worried about her managing our portfolio, it's the lack of interest.

ronc.

05-14-2007, 09:52 PM	#3
ron244 Dryer sheet aficionado Join Date: May 2007 Posts: 30	LOL! Thanks for the response. The current distributions are approx. 8k/year. But that brings up another issue we have. Currently our portfolio ( both taxable and non taxable) is approx. 80% individual stocks. I want to eventually be in mutual funds or ETF's. I want a portfolio that's not too complicated and my DW can manage if something happens to me. She has no interest in investing. Although she did tell me to sell around the peak of the dotcom bubble, oops. FYI, my DW is much more intelligent than me and I'm not suggesting that lack of intelligence is the reason I am worried about her managing our portfolio, it's the lack of interest. ronc.