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@purdella Thanks. Yes, the gains are all in taxable accounts. This reply was helpful, much appreciated.

Context: 36M/F with 2 kids 4 and 1. Got an inheritance in 2022 that was a mix of bonds and mutual funds. I sold the bonds and put in index funds but still have a bunch of mutual funds trading at high unrealized gains. Not sure if my allocation and is ok. Based in NYC so taxes on capital gains...