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retired early

11/18/17 8:31 PM

#31231 RE: running high #31230

I'm in both the IRA and Roth IRA with my stocks and the same for my wife. I just turned 60 so I was able to take out 25k tax free from a little of my roth gains to remodel my Florida home and I created (2) 200K annuities from my IRA (all from Owc= profits) so I wouldn't end up loosing it all in stocks.

zombywolf

11/19/17 11:05 AM

#31237 RE: running high #31230

Convert those two stocks into a Roth. The next run will be so huge that the taxes you save will be bigger than your current values.