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Message:: [QUOTE="abuckmaster147, post: 2861538, member: 27527"]Guys I could use your help? I will NEVER come back and say you should not have said this then I PROMISE!!  Me and the wife have run into a few life altering situations Lately and she needs to dip into her invesco account for the second time this year.   Her and her boss contribute to a investment account. Where the company buys her Stock with the money I guess. But we have no clue what this will do to her taxes come January, When she calls the company they say no problem we will send you the X amount you want, And sell stocks to cover it. Her Boss is telling her to take it all Nows the time? But we are talking about all together maybe 5 grande withdrawal this year.   She is afraid it will put her into a larger tax bracket and she will have to pay into the IRS in Feb 2018 instead of the normal about 4 to 7 hundred she gets back. If it matter to the tax man it will be used mostly for medical reasons.  Does anyone have a clue what we will run into for having to do this?     This is the Invesco energy fund she invests in. Not IRA, not 401 K With Silver tanking I really do not want to have to sell my Little nest egg at these prices to cover all this crap !!                          THANK YOU    JON[/QUOTE]