Work or Not Work | Jay G | Activity https://workornot.work/members/jgoldber13/activity/ Activity feed for Jay G. Fri, 21 Nov 2025 14:11:14 +0000 https://buddypress.org/?v= en-US 30 hourly 2 7ea89638898bc0cde74725ff89bd2637 Jay G changed their profile picture https://workornot.work/activity/p/9/ Sun, 28 Sep 2025 16:55:02 +0000 0 1a0fb8d97b666f80277d789e044c34aa Jay G's profile was updated https://workornot.work/activity/p/8/ Sun, 28 Sep 2025 16:54:03 +0000 0 f2d85e4a7e94da342456e4f0059b6998 Jay G started the topic Order of withdrawal in the forum Financial Planning https://workornot.work/forums/topic/order-of-withdrawal/ Sun, 28 Sep 2025 16:53:32 +0000 For the time when I retire, I’m thinking about the order of withdrawal from the set of:

– taxable investment account
– sep ira
– 401(k)
– roth ira

I had originally thought it would be best to hit the taxable account first. But I understand that if I leave money in a taxable investment account to my child, then they get a steep-up in cost basis…Read more

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