Sean Pyles

So David, how is this sounding to you? Feasible? Difficult? Stressful?

So David, how is this sounding to you? Feasible? Difficult? Stressful?

And David, you're planning on buying a new home when you move. Is that correct?

And David, you're planning on buying a new home when you move. Is that correct?

And David, you're planning on buying a new home when you move. Is that correct?

I can touch on the tax part quickly. One thing to note around Roth IRAs is that you can take your contributions out, but you'll likely have a pretty sizable tax bill on earnings. And in general, withdrawing funds from a retirement account is likely to leave you with a tax bill and potentially penalties too.

I can touch on the tax part quickly. One thing to note around Roth IRAs is that you can take your contributions out, but you'll likely have a pretty sizable tax bill on earnings. And in general, withdrawing funds from a retirement account is likely to leave you with a tax bill and potentially penalties too.

I can touch on the tax part quickly. One thing to note around Roth IRAs is that you can take your contributions out, but you'll likely have a pretty sizable tax bill on earnings. And in general, withdrawing funds from a retirement account is likely to leave you with a tax bill and potentially penalties too.

If you need to sell investments, look into your taxable brokerage account because that is probably going to be the most tax-advantaged way to do it. If you've held the investments for longer than a year, you'll be taxed at a favorable long-term capital gains rate, which is lower than your income tax rate, most likely.

If you need to sell investments, look into your taxable brokerage account because that is probably going to be the most tax-advantaged way to do it. If you've held the investments for longer than a year, you'll be taxed at a favorable long-term capital gains rate, which is lower than your income tax rate, most likely.

If you need to sell investments, look into your taxable brokerage account because that is probably going to be the most tax-advantaged way to do it. If you've held the investments for longer than a year, you'll be taxed at a favorable long-term capital gains rate, which is lower than your income tax rate, most likely.

So that might be the best way to go, potentially, if you need to sell investments. I'm wondering how you personally have thought out which option might be best for you. Have you maybe put together some sort of nerdy spreadsheet where you're listing each option and what it might cost you in terms of taxes or interest rate, any of those things?

So that might be the best way to go, potentially, if you need to sell investments. I'm wondering how you personally have thought out which option might be best for you. Have you maybe put together some sort of nerdy spreadsheet where you're listing each option and what it might cost you in terms of taxes or interest rate, any of those things?

So that might be the best way to go, potentially, if you need to sell investments. I'm wondering how you personally have thought out which option might be best for you. Have you maybe put together some sort of nerdy spreadsheet where you're listing each option and what it might cost you in terms of taxes or interest rate, any of those things?

And I think running those numbers will provide you a lot of clarity. So I would say add some meat to that spreadsheet. See what the bottom line is for each option. And David, how are you thinking about timing here, too? Are you planning to move in the next few months? Are you planning to put your house maybe up for rent soon? How are you considering that?

And I think running those numbers will provide you a lot of clarity. So I would say add some meat to that spreadsheet. See what the bottom line is for each option. And David, how are you thinking about timing here, too? Are you planning to move in the next few months? Are you planning to put your house maybe up for rent soon? How are you considering that?

And I think running those numbers will provide you a lot of clarity. So I would say add some meat to that spreadsheet. See what the bottom line is for each option. And David, how are you thinking about timing here, too? Are you planning to move in the next few months? Are you planning to put your house maybe up for rent soon? How are you considering that?

Think about what you do and don't need at your current home and also whether it would just be more expensive to haul it to a new place versus getting rid of it and maybe buying something in your new location. Lisa, how have you handled that with your various moves?

Think about what you do and don't need at your current home and also whether it would just be more expensive to haul it to a new place versus getting rid of it and maybe buying something in your new location. Lisa, how have you handled that with your various moves?

Think about what you do and don't need at your current home and also whether it would just be more expensive to haul it to a new place versus getting rid of it and maybe buying something in your new location. Lisa, how have you handled that with your various moves?