It’s not so much the quantity to take out, but balancing where to take it from with a reasonably large brokerage account, and two 401K accounts. The classic drain the taxable doesn’t make sense to me at all given what the 401Ks would be like if left alone for another 12+ years. Fitting in substantial Roth conversions is taxably problematic.Exactly. Or any other amortization based withdrawal method such as ABW and VPW (all 3 of which are covered on this forum).
Cheers.
Statistics: Posted by Tanager — Sun Oct 26, 2025 9:17 pm — Replies 419 — Views 43876