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Re: AA & withdrawals between taxable and non taxable accounts.
Old 05-15-2007, 07:10 PM   #10
Dryer sheet aficionado
 
Join Date: May 2007
Posts: 30
Quote:
Rebalancing shouldn't be all that hard. Just sell and/or buy stocks/bonds/cash in your tax deferred [IRAs] to even things out. So, for example if you sell US stocks in your taxable account and need more US stocks to get back to 40/40/20, just sell int'l or bonds in the tax deferred acounts to buy US stocks.
ats5g,
The problem is that my taxable account is almost all individual stocks and they are mostly large cap value. In fact my current AA isn't even close to the 40/40/20 that I want. I will probably slowly get to my target AA in the first year of ER.

ronc
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