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How do you?
meyerr 05-10-2008, 6:29 AM | Post #2516376 |  17 Replies
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Conventional wisdom says that you spend down taxable assets first in retirement, leaving sheltered assets to grow tax free or deferred as long as possible and the numbers support this view.

Conventional  wisdom says that you put bonds and other tax inefficient income yielding funds in tax sheltered accounts and the numbers support this.

How do you reconcile these two correct maxims when you're withdrawing money and your assets are about equally split?  You don't need to take RMD's yet but you need income to live on and your income producing assets are in the sheltered accounts?

Roberta 

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UBTI liability
galestorm 05-20-2008, 4:19 AM | Post #2519779
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Thank you all for the helpful & interesting discussion.  Chamois, re: MLPs - could you please explain what UBTI liability is?  Thanks!
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Re: How do you?
Racqueteer 05-20-2008, 9:58 AM | Post #2519866
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retired at 48:

Hi Racqueteer!

....... 

Good to chat, and glad I dropped in.  Now I'm transitioning to Saratoga,ny, home of horse racing, ballet and polo, and other fine gentlemanly activities, but I will be computer limited for a week.

You'll be just "up the road" from me here in the mid Hudson Valley (around West Point).  We should stay in touch!  ;-)

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