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Free minder
Join Date: Nov 2001
Location: Middlessex county, MA
Posts: 9,422
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All she has to do is sell the funds, and leave them in T row price as money market. That way, they will be protected form a market drop as no longer invested, and there should be no tax liability if they remain in the retirement account. Unless I am missing something, that is what I would do.
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1978 SC Targa, DC15 cams, 9.3:1 cr, backdated heat, sport exhaust https://1978sctarga.car.blog/
2014 Cayenne platinum edition
2008 Benz C300 (wife’s)
2010 Honda Civic LX (daughter’s)
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