MK If you combine the two accounts it makes NO difference to the...

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    MK

    If you combine the two accounts it makes NO difference to the taxable and non-taxable componenets. The whols fund would have (in your example) $950,000 with a taxable component of $500k and a non-taxable component of $450k and BY LAW both are drawn down on in proportion.

    GF
 
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