Its very simple. To answer your question:
"Let's say I have both Tradi and Roth with 40S, 50C, 10F.
now I want to withdraw all from Roth, how do I accomplish it? "
You would just process a Roth withdrawal.. you would specify a monetary amount, not a per fund % based amount.
Per example:
Trad you may have $15k spread across 40S, 50C, 10F
We will ignore Trad amounts here since we are curious about just Roth.
Roth you may have $10k spread across 40S, 50C, 10F
Lets say you want $2k from the Roth...
To further break it down:
That $2k Roth withdrawal spread across 40S, 50C, 10F is more like:
$800S, $1000C, $200F.
After the process, you still have $8k spread across 40S, 50C, 10F funds. But now their net values are lower since you withdrew the above amounts.
You can see the values you your Trad and Roth holdings, then using math, figure out how much you have in each fund based on your fund allocations.
Remember, withdrawals are not % based off a fund, but rather a monetary amount.
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Posted by: curtisakatoyo@yahoo.com
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