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No. of Recommendations: 3
rryncarz writes,

However, the annualized return is 7.6% which is 9.1% BELOW the S&P (!!!)

That's the story of the vast number of people who pay for professional advice.

I wouldn't wouldn't move everything and pay taxes on the whole $308k in one year, but move what you can within the 0% bracket for capital gains (about $36,000 for singles, $73,000 for couples.)

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