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Retirement tax questions
@Opus 17 Thank you very much! You answered my question clearly. It’s great to learn that money loses its "identity."
I currently have $500 in cash, with the rest in funds. To minimize selling securities and use cash first, I will contribute $1,500 for 2025 to generate enough cash for my 2024 withdrawal.
Much appreciated!
April 6, 2025
8:02 AM