Question: When thinking about a tax - diversified overall portfolio, when is the proper time to take distributions from an after - tax investment like a
When thinking about a taxdiversified overall portfolio, when is the proper time to take distributions from an aftertax investment like a Roth IRA or a reverse mortgage to fund living expenses in retirement?
A
When investments were down sharply
B
When the market was experiencing average performance
C
When taxable income was low
D
When investments had recently had large gains
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