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Forum: FIRE and Money 02-03-2017, 06:48 PM
Replies: 21
Views: 2,030
Posted By Cooked
Drake My understanding is that where a trust...

Drake
My understanding is that where a trust is involved a trustee is in play. When a will is involved, an executor is in play. I believe that executors need lawyers more that trustees do. If...
Forum: FIRE and Money 09-25-2016, 03:09 PM
Replies: 49
Views: 7,309
Posted By Cooked
They will not allow you to write a check against...

They will not allow you to write a check against the settlement account.
Forum: FIRE and Money 09-24-2016, 05:14 PM
Replies: 49
Views: 7,309
Posted By Cooked
A few of the differences that I have noticed. ...

A few of the differences that I have noticed. First, the settlement account (MMF) does not allow paper checks. Second, the settlement account is a sweep account. It can be a bit more difficult to...
Forum: FIRE and Money 09-16-2016, 06:54 PM
Replies: 58
Views: 6,364
Posted By Cooked
In the early 80s my megacorp came out with a TDSP...

In the early 80s my megacorp came out with a TDSP (Tax Deferred Saving Plan). I later learned that it was a 401k. We were presented this opportunity to save as an additional supplement to the...
Forum: Other topics 07-11-2016, 07:52 PM
Replies: 244
Views: 14,511
Posted By Cooked
Bling....well I do have a titanium bicycle...with...

Bling....well I do have a titanium bicycle...with DuraAce. Yes I have one piece of bling and I keep it in my living room, close to me.
Forum: Hi, I am... 12-05-2015, 05:02 AM
Replies: 41
Views: 5,815
Posted By Cooked
Lisa, Thanks for sharing your fears. They...

Lisa,
Thanks for sharing your fears. They are normal. When you first leave, there will be a shock to your system. It may take several months to get over the initial shock and a few years to...
Forum: Hi, I am... 07-03-2015, 06:24 PM
Replies: 14
Views: 4,287
Posted By Cooked
If you are a Flagship Client (more than $1mm)...

If you are a Flagship Client (more than $1mm) then you can get a free checkup. We expect to see our results from our first checkup early next week. This will be some sort of software generated plan....
Forum: FIRE and Money 05-31-2015, 10:28 PM
Replies: 14
Views: 1,500
Posted By Cooked
oops

oops
Forum: Hi, I am... 05-19-2015, 11:50 PM
Replies: 1
Views: 1,005
Posted By Cooked
Nice new username. In retirement we can take our...

Nice new username. In retirement we can take our time...like whitespaces between words.


welsome
Forum: FIRE and Money 04-08-2015, 01:09 PM
Replies: 6
Views: 958
Posted By Cooked
I agree with the bad news. Schedule C for...

I agree with the bad news. Schedule C for artistic (non-passive) royalties.
Forum: FIRE and Money 04-07-2015, 01:40 PM
Replies: 32
Views: 2,985
Posted By Cooked
Another contrived example. Mr and Mrs Contrived...

Another contrived example. Mr and Mrs Contrived have 90k-95k of income(AGI). A (not insignificant) portion of it is LTCG. The Contriveds have a theoretical portfolio that includes some stock that is...
Forum: FIRE and Money 04-07-2015, 11:47 AM
Replies: 32
Views: 2,985
Posted By Cooked
Okay. I get the message loud and clear. If I...

Okay. I get the message loud and clear. If I ever post again, in the interest of clarity, I will not include any contrived examples to demonstrate the point. :laugh:
Forum: FIRE and Money 04-07-2015, 07:55 AM
Replies: 32
Views: 2,985
Posted By Cooked
The tax man cometh

I worked on a tax return recently for a couple of new retirees. It is volunteer work so it does not count against my retiree status. They retired in 2014 and they are the perfect retirement tax...
Forum: Life after FIRE 12-22-2014, 06:36 AM
Replies: 26
Views: 3,735
Posted By Cooked
+1 It was easier to run FIRECalc and every other...

+1 It was easier to run FIRECalc and every other calculator than to make an actual decision.
Forum: Other topics 12-14-2014, 08:23 AM
Replies: 17
Views: 2,006
Posted By Cooked
While thinking about 2015 resolutions as this...

While thinking about 2015 resolutions as this thread suggests, I stumbled across this article...
Six ways to safely spend more in retirement
...
Forum: FIRE and Money 12-09-2014, 07:15 AM
Replies: 65
Views: 7,649
Posted By Cooked
I voted for no change. My office attitude did...

I voted for no change. My office attitude did not change because I caught a severe case of OMY syndrome. With OMY syndrome and a job that was 70% fun, my attitude towards the jobs stayed fairly...
Forum: FIRE and Money 08-01-2014, 05:35 PM
Replies: 8
Views: 2,291
Posted By Cooked
I would roll it into you liquid checking account...

I would roll it into you liquid checking account for two reasons. Both are tax related. First of all as a new retiree you may or may not have correctly understood your tax liability or you could...
Forum: FIRE and Money 04-05-2014, 04:21 PM
Replies: 7
Views: 1,433
Posted By Cooked
Not entirely correct. the tests for a qualifying...

Not entirely correct. the tests for a qualifying child do indeed reference 24. The tests for a qualifying relative are different. A qualifying relative may be your child.

Four tests must be met...
Forum: Hi, I am... 03-05-2014, 11:16 PM
Replies: 26
Views: 3,366
Posted By Cooked
From a 50,000 foot standpoint, I would say that...

From a 50,000 foot standpoint, I would say that you look ok. That said, I would focus on your expenses. This is very important.
All MBAs are taught that you get what you measure. MBAs measure, then...
Forum: Life after FIRE 03-05-2014, 10:45 PM
Replies: 28
Views: 3,136
Posted By Cooked
+1 Indeed a little scary. Years of...

+1


Indeed a little scary. Years of tracking has helped us see that this is not as scary as journalists try to tell us.
Forum: Other topics 10-20-2013, 01:09 AM
Replies: 93
Views: 5,365
Posted By Cooked
F4 Be careful. Some of these quirky titles...

F4
Be careful. Some of these quirky titles may be hard to remember and find again. Decluttering is a great thing to do, but leave yourself a few anchors. When you are older and some memory...
Forum: Hi, I am... 10-02-2013, 10:37 PM
Replies: 95
Views: 13,272
Posted By Cooked
CherylGrrl I had some of the same problems....

CherylGrrl
I had some of the same problems. Letting go is so difficult. I have had a volunteer plan in place for a while but was waiting to execute it. When a 'package' became available, I...
Forum: Life after FIRE 09-29-2013, 09:42 PM
Replies: 41
Views: 5,024
Posted By Cooked
From the OP: The subject of the post was "Ten...

From the OP: The subject of the post was "Ten weeks in". It was a point of time post. I may have forgotten to mention a few stumbles along the way. I will admit a (mild?) obsession with a first...
Forum: Life after FIRE 09-24-2013, 11:19 PM
Replies: 41
Views: 5,024
Posted By Cooked
I try to make scheduled activities all about new...

I try to make scheduled activities all about new relationships ( ..and fostering a few older ones but that seems to be a given) Then its off to new relationships. How are you going to to replace...
Forum: Life after FIRE 09-24-2013, 10:58 PM
Replies: 41
Views: 5,024
Posted By Cooked
The 'bad relationship' metaphor is striking. I...

The 'bad relationship' metaphor is striking. I cried often on the final day. I had not broken a relationship off like that in over 30 years. Your words ring true.

Sundays are very...
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