We early withdrew our money from an IRA to invest in stocks. The IRA was with Merrill Lynch and we were told we would have to liquidate this assett if we wanted to switch to another company. We were not happy with the person handling our ccount, since he didnt seem to be working in our best interest. We closed the account. In Feb, we re-invested about 2/3 of this withdrawn money in the Dow top yielders in accordance with the foolish four strategy. What else can we do to minimize or offset our tax burden when 1999 tax time comes around?
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