LucyLiu5
Returning Member

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!